About Us

Started by three partners in 1999, CFS was established as a business advisory firm focusing on privately-held businesses and their owners.  Our firm was built with entrepreneurial spirit on a foundation of knowledge, honesty, integrity and reliability.  Offering client-focused financial solutions has positioned us as a true partner, advocate and advisor to our clients.

Advisor & Advocate

Being a true advocate for our clients is our strongest attribute. Our client relationships are cultivated over time. We focus on meaningful interactions where we can listen to our clients and learn more about their business. The knowledge we gain helps us understand what our clients need, but more importantly, it helps us realize what they truly want from a financial advisor. Clients view our strong network of relationships as a value added benefit because we are able to offer them connections they otherwise would never have made.

Service Guarantee

We are so confident in our ability to provide exceptional value and client-focused financial solutions we have a written guarantee that clients will be satisfied with our fees. We are committed to providing value that exceeds the cost of our service.

Expertise & Experience

The business acumen of our staff is one of our greatest assets. Our seasoned partners and associates represent top-level talent in their respective fields. We utilize our expertise to see clearly and intuitively into the nature of complex situations. Our knowledge equips us with the foresight to be proactive in offering sound advice and feedback to our clients.