Grow Your Wealth
It takes thousands of years for agate stones to form. The result are strong rocks of banded layers in nearly every color. Agates are said to have a number of helpful properties such as raising awareness, inspiring confidence, and promoting calm.
At Agate CPA, our company values mirror several agate stone properties as we strive to raise awareness, inspire confidence, promote calm, and think with an adaptive mindset.
Agate Properties Reflect Company Values
Calming & Healing
Stable & Supportive
Colorful & Strong
Our team of Experts
We See the Whole Picture
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.