Our Mission

To enable individuals and businesses to reach their goals;

To cultivate a client and team culture that encourages, supports and inspires;

To make a difference in our clients' lives. 

Grand Rapids City

Community & Philanthropic Footprint 

We live and work in a great city, and we take the opportunity to give back as much as we can! We pride ourselves on our commitment to the local community - it has always been an important aspect of our business. As a firm, we contribute in various ways. Monetary gifts, corporate sponsorships and fundraising - we have a long history of partnering with worthwhile causes, events and organizations. 

It is also a priority for our partners and staff to volunteer within one or more organizations. Serving on a board, donating time and resources, using technical skills or experience to assist nonprofit organizations - these are all ways in which we strive to give back to the community in which we live and work. 

Our Guiding Principles

  • We exist because of our clients. 
  • We are client service driven. 
  • We act with integrity, honesty and a sense of ethics. 
  • We keep our commitments. 
  • Our members uphold a sense of right and wrong while staying committed to achieving each one’s goals. 
  • We treat everyone with respect. 
  • We respect the value and contribution of each individual. 
  • Every person is essential to our success. 
  • We recognize the success of the team, clients and outside sources. 
  • We support professional and personal growth. 
  • We communicate openly and honestly with each other, with our clients and with outside resources. 
  • We are community minded, serving our neighbors through volunteerism.
  • We support and encourage each other and our clients in times of prosperity and growth and in times of disappointment or failure. 
  • In pursuit of our mission, we believe that change will occur; we should welcome it, we should look forward to it, and we should create and facilitate change.