Moving Forward Together
Through Financial Crossroads
Transforming financial conflicts into collaborative solutions through expert accounting, mediation, and alternative dispute resolution services.
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What We Can Work With You
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Avoid costly court battles with compassionate mediation that protects your family, reduces stress, and fosters fair, lasting agreements.
Eliminate tax-season headaches with expert preparation that minimizes errors, maximizes refunds, and ensures full compliance with current regulations.
College shouldn’t break the bank. We design smart strategies to lower tuition costs and help families fund futures with confidence.
No CFO? No problem. We bring high-level financial leadership to drive profits, control cash flow, and fuel business growth—fractionally.
Protecting and Building
Your Financial Wealth
Dennis began his career journey working for top technology firms such as Bell Atlantic (now Verizon) and AT&T Labs. These experiences gave him the foundation and appreciation for how even the smallest details can be pieced together to form a comprehensive network As a result, he desired to build a company to help clients realize their life goals. He focused on financial guidance that affects everyone and developed additional skills along the way.
Dennis K. O'Brien
PRESIDENT AND FOUNDER
Our unique set of skills brings together a group of services centered on wealth, income, and taxes.
What Sets Us Apart
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01
Financial Expertise That Matters
Our team combines deep accounting knowledge with dispute resolution skills, providing uniquely informed mediation that addresses the true financial implications of every decision.
02
Solution-Focused Approach
We don't dwell on past conflicts. Instead, we guide productive conversations toward practical solutions that protect assets and create sustainable financial futures.
03
Emotional Intelligence
We recognize that financial disputes involve both dollars and emotions. Our process acknowledges feelings while keeping negotiations constructive, respectful, and forward-moving.
04
Cost-Effective Resolution
Our alternative dispute resolution methods typically save clients 60-70% compared to litigation, while delivering faster results and preserving important relationships.
