01. Our Mission

To help provide financial peace of mind to our clients with customized tax, accounting, and financial planning strategies.

02. Our Vision

To assist our clients in accumulating, protecting, and transferring their wealth.

03. Our Values

Responsibility | Honesty | Achievement

Our Credo

BSV works to build security beyond the numbers through a collaborative advisory experience. Integrity and our client's interests are our highest mission.
Our Team is dedicated to the well-being and success of our clients and our community. We aim to exceed your expectations every step of the way.
We are a family-focused team committed to fostering a culture of responsibility, and servant leadership. We'll start by getting to know you. You talk, we'll listen.


Our Guiding Principles

 


Clients Come First


Family Focused


Integrity ~ Responsibility


Servant Leadership

 

Dedicated to the well-being and success of our clients and our community. We aim to exceed your expectations every step of the way.

Who We Are

We are a team of Certified Public Accountants and Financial Advisors providing individuals, families and small businesses with customized tax, accounting and financial planning strategies.  Our dedicated team of professionals delivers the complete package of holistic financial planning, accounting and tax advantaged investing to help you accumulate, protect and transfer your wealth in a tax efficient manner. 

 

Internship Team Application

Schedule an appointment and speak with one of our financial professionals 

SCHEDULE NOW

Blog

Business Succession Planning: Built to Last vs. Built to Transfer

Brian Barrows |
Categories
Finance
Retirement
Estate Planning
Family
Investments
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back. Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out. Research suggests it usually doesn't. The Businesses That Quietly Run America Small businesses aren't a side character in the U.S. economy. They make up roughly 99.9% of all businesses in the country and employ nearly half of...

The Estate Plan That Looks Complete on Paper

Brian Barrows |
Categories
Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign. The plan is right there in the drawer. The folder is labeled. The signatures are in place. It just doesn't do what the family thought it would do. That's the version of estate planning that catches people off guard — not the absence of a plan, but the presence of one that quietly stopped working somewhere...

When the Headlines Keep Changing, Your Strategy Shouldn’t

Brian Barrows |
Categories
Investments
Finance
Risk Management
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something right now? That feeling is common. It’s also where many investment decisions start to drift off course. The Problem Isn’t the Headlines—It’s the Speed Market-moving news has always been part of investing. What’s changed...

Tax Flash

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