Our firm founder, Michael (Mike) Torrey, CFP (R), AIF (R) has been providing financial advice and diversified financial solutions for businesses and individuals in the greater Washington DC area since 1998. He partners with legal and tax professionals to ensure that clients receive integrated and comprehensive financial planning that reflects their goals and objectives.  He takes pride in freeing up time so that clients can focus their time on more important things such as family, work, and their community. Having been a small business owner himself for the past fifteen years, Mike is keenly aware of the benefits and challenges that come with running a business. From managing cash flow to risk management to tax-efficiently utilizing business dollars to plan for the future, Mike has helped firms from a one-person startup to legal and accounting firms, and government contractors.