We have served the Washington Metropolitan Area since 1982 offering a wide range of financial services.  Located in Upper Marlboro, MD, the firm is owned and operated by James W. Fleming , Jr. who is an accountant and CFP candidate with over 30 years experience in the financial services industry.

Mr. Fleming has accounting and tax experience in fields such as advertising and marketing, new home construction, home improvements, mortgage origination, real estate agency, computer services, publishing and daycare.  He and his staff work hand in hand with their clients to provide the best solutions possible for their personal and business needs.