Our Firm

B. Todd Bailey, JD, MAcc, CFP®, RIA
Todd, a tax attorney by training, works closely with individuals, businesses and families and helps them to envision, design, and achieve their financial and business goals.  His extensive financial, legal and tax background allows him to analyze and design state-of-the art solutions for the complex issues his clients face.  Todd earned a Bachelor of Science in Accounting; a Master of Accountancy/Taxation; and a Juris Doctorate.  He is also a Certified Financial Planner®.  To view Todd's resume, click here

Brian D. Burks, MBA, RIA
Brian earned an MBA and started his own performance-based investment firm after many years in the financial services industry.  Brian provides customized consulting services.  His expertise is identifying “Best-of-class” investments, and implementing the Nobel Prize winning money-management principles of Modern Portfolio Theory.  Brian provides the highest level of investment management services with an emphasis on minimizing taxes and volatility.  Brian earned a Bachelor of Science degree in Business and a Masters of Business Administration degree.  He is also qualified as an independent Registered Investment Advisor.

Our Services

We serve the specialized planning needs of successful business owners, professionals, and individuals who need innovative strategies to realize their goals relating to tax reduction, retirement planning and asset protection.By coordinating your goals we can help you to:

  • Manage Wealth– Through institutional money managers and advisors.

  • Maximize Retirement Savings– By using tax qualified and nonqualified plans and other strategies.

  • Potentially Reduce Taxes – On ordinary income and capital gains through proven tax-deferral and tax-elimination techniques.

  • Transfer Wealth– By assisting with tax-efficient estate planning, lifetime gifting, and wealth preservation techniques.

  • Preserve Assets– By alleviating losses to lawsuits or losses caused by poor investment decision making.

In short, we can help bring order to your affairs, possibly generate tax savings, protect your assets, and help you prepare for retirement while meeting your specialized objectives.