Mark C. Huffman, CPA/RIA

The firm is a state-registered investment adviser that serves both corporate/business clients and individual (non‑high‑net‑worth) clients, offering investment advisory services alongside financial planning and accounting-informed advice. It provides portfolio management for individual accounts in addition to planning, a combination that is less common among firms in this category.

Drawing on its CPA background, the firm integrates tax and accounting considerations into its investment and planning process, aiming to align portfolio management with clients’ broader financial and tax circumstances. As a solo practitioner operation, client relationships are handled directly by the adviser and services are provided on a percentage‑of‑assets‑under‑management basis for discretionary portfolios.

Noteworthy features include the firm’s combination of accounting credentials with an advisory practice that serves both businesses and individual investors — an uncommon client mix among peers — and its explicit absence of private fund advisory activities, reflecting a focus on direct client accounts rather than pooled or private fund structures. The firm manages roughly $117 million in client assets across a relatively small client base, which may result in more individualized attention than larger peer firms.