Run your business. Grow your wealth.

Your Business & Personal Financial Advisors

You Don't Have to Be a Financial Pro

You’re a visionary. You’re great at what you do. But the stress of making money decisions can be overwhelming. Financial jargon sounds like another language. You’re afraid you’re missing something crucial.

The stress of managing your finances can overshadow the joy of doing what you love. It’s not just about making money; it’s about managing it in a way that fuels both your personal and business goals.

We're Your Team

Our Expertise

Wealth Management

If you don’t know where you’re going, not just any road will get you there. Business goal setting first starts with your personal financial goals. We align your personal financial goals and business objectives, making your numbers work for you.

Tax Prep & Planning

Tax-smart decisions are crucial to building wealth. Optimal tax strategies are a year-round commitment. They don’t just happen. We keep you current, ensuring your strategies evolve with tax laws and your changing financial situation.

Accounting

Accounting is the foundation of solid financial & tax strategy. Messy books lead to poor financial decisions and missed tax-savings opportunities. Let us handle the month-to-month so you can confidently explore the future.

Leave the Heavy Lifting to Us

Welcome to Agate. We’re accountants, tax advisors, and wealth managers. We see over and over the confusion & frustration of fellow business owners disconnected from their numbers, who juggle multiple service providers in an area outside their expertise. It doesn’t have to be hard. It doesn’t have to be scary. We’re the coordinated team you’ve been searching for.

 

Who We Work With

Businesses & Individuals

Law
Firms

Our law firm clients range from solos to multi-owner firms in a variety of practice areas. From estate planning to corporate law to personal injury - we’ve got you covered with a tailored solution for every specialty.

Small to Mid-Size
Businesses

Accounting is a language. We translate the story your financials are telling you, guiding you to drive your business forward. Let us help you with tax & retirement planning to keep more of your hard earned money.

Individuals
& Families

From retirees to corporate executives to high-net worth families, navigating your complicated tax situation is our specialty. Whether you’re growing your wealth or preserving it, we can help.

The Complexity of Business Ownership

Worried about your company’s financial future? Worried about your own financial future? Your concerns are real, but they don’t have to hold you back. It’s nothing you can’t handle with the right team.

Your New Financial Team

What You Can Expect

We see the whole picture. How all the pieces of your financial life fit together. We get how frustrating it is to be passed from advisor to advisor, hoping what’s most important doesn’t fall through the cracks. We're here to make the money side of your life easier.

Connect with Us

We can help. Head to our Contact Page and reach out. We’re just as excited to hear from you as you are to finally find the coordinated financial solution you’ve been searching for.
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