JSMH Consulting: CPA and Financial Planning Firm
The strategic financial partner you won't outgrow.
From building solid foundations to growing multi-generational wealth, we’re in it for the long run alongside our clients as a trusted, thorough, and collaborative partner.
Who We Work With
All of our clients have one thing in common
They’re serious about making moves for their financial futures. We work with people like:
Entrepreneurs & Startups
The go-getters & founders building their dream and dream business and folks just kicking off their startup.
Business Owners & Executives
The busy business owners, leaders, and people running the show from CEOs to industry veterans.
High Net Worth Families
The families building a serious legacy, with big financial goals, and achievers ready for the next chapter.
Referral Partners
The trusted colleagues, professional friends, and partners who share our vision.
What We're About
You deserve an advisor who won't retire before you do.
JSMH Consulting is a practice designed to be a growth-minded resource for clients. This means:
Accessible Expertise
Having spent over 16 years in top accounting and multi-family office advisory firms, I bring the expertise of a large firm at a more accessible, affordable rate. The result? A clear, forward-looking financial roadmap designed to support you for generations to come.
Holistic Planning & Strategic Thinking
I don’t just file taxes. I focus on the big picture: net worth, cash flow, and debt planning. I meticulously structure how your compensation, restricted stock, retirement goals, and estate plans fit together for maximum efficiency. I view us working together as a long-term partnership. Unlike the firm that retires before you do, we focus on continued collaboration.
Full Peace of Mind
My goal is to ensure you’re comfortable and secure. We won’t wait till April 15th to file, if anything you can plan a vacation during tax time. To me, wealth management is a continuous process, a year-round conversation, not a once-a-year scramble. That’s why I provide proactive, personalized guidance and check-ins to ensure your financial plan evolves smoothly as your life and business change.
If this sounds like your cup of coffee, let’s schedule a coffee break and talk finance.
For all inquiries, please feel free to reach out at: