Our function is to help our clients make maximum use of their resources. We strive to be innovative in our service line development and are guided by our principal mission, "to increase the net financial worth of our present and future clients." We are concerned with our client's overall economic health and are proactive in working with our clients to maximize their wealth and reach their financial goals. Our history of successful client relationships with businesses and individuals is due to the prompt, personal attention given to every client.
We offer a full range of accounting, tax, consulting and financial services*. Our value enhancing consulting and tax planning services are designed to give the business owner the tools needed to grow their business while limiting the tax bite. Financial and tax planning services help individuals manage and meet their personal financial goals. Other more traditional services for both businesses and individuals consist of audits, reviews or compilations of historical financial statements and tax preparation services.
We will give you the resources you would expect from a large accounting firm while maintaining that personal touch. Our goal is to work, in partnership with you, to increase your net worth by helping you plan and account for your growth and success.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
*Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services Inc. We currently have individuals licensed to offer securities in the states of states of California, Colorado, Connecticut, District of Columbia, Florida, Louisiana, Maine, Maryland, Mississippi, Montana, New York, North Carolina, Ohio, Pennsylvania, Virginia and Washington. This is not an offer to sell securities in any other state or jurisdiction.
For additional information, access our financial services web site at: Joyner, Kirkham, Keel & Robertson Wealthcare, LLC.