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Financial Planning and Wealth Management Services

Meet Mike and learn more about our process

Mike Boroughs, President

  • 15+ Years Investment Experience

  • Former Big 4 Auditor

  • CPA and CFA Charterholder

Specializes in:

  • Exit Planning for Business Owners Seeking $5mm+ Exit

  • Estate / Legacy Planning for Families with $5mm+ Net Worth

  • Tax Optimization for High Income Earners

  • Cashflow Planning for Goal Achievement

  • Asset Allocation and Investment Optimization