May Emily CPA

Our mission is to deliver to all of our clients timely, ongoing support through a holistic planning process combined with unparalleled advisory services and access to a broad array of financial products. We do this by working closely with you throughout all of life’s stages. From buying your first home to planning for your newborn’s college education, from deciding how to take your retirement distributions to planning your estate, we’ll be there every step of the way, listening, planning and advising. Our success is measured by the success of our clients.

Guiding Women Through Life Transitions "Establishing Confidence & Control in Your Financial Life" Most of our clients are women experiencing a major life transition like divorce, the loss of a spouse or loved one, facing retirement or are taking care of aging parents. For most, they are going through a difficult transition in their life where they find themselves having to make tough financial decisions while dealing with unsettling times. Every client has a unique DNA and blueprint of life experiences and each can create an exciting vision of their desired future. Our passion is to effectively help structure that vision, design & implement investment strategies and then apply a professional process to make it happen.