Financial Planning | Tax Preparation
We are a different type of financial services firm. Roxanne Witmer-DeWitt, CFP®, EA, offers professional, fee-only, tax preparation and financial planning advice to everyday people -- without account minimums or conflicts of interest. We think you will find our message and vision to be both refreshing and compelling.
Our Mission: to bring independent, objective financial advice to people from all walks of life. We empower our clients with the knowledge and tools they need and guide them in making the best financial decisions possible.
Why Choose a Fee-Only Planner?
Feel confident that the person you select to help plan your financial future is impartial, ethical and puts your interests ahead of theirs.
If you are looking for objective advice, you
should not ignore how your financial advisor is compensated. There can be a significant conflict of interest if the advisor stands to gain financially from recommendations you may follow. As an hourly, fee-only financial planner, Roxanne is compensated solely from the fees paid by her clients.
Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional?
The CFP® credentials assure you that your planner has agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC).
CFP® professionals complete a comprehensive financial planning curriculum, pass a rigorous certification examination and commit to a strict code of conduct. Although over 450,000 people call themselves financial planners, less than 10% of all financial planners are CFP® professionals. The CFP® designation is the most coveted financial planner credential.
Roxanne is a member of the Garrett Planning Network. As a Garrett Planning Network financial professional Roxanne has access to over 300 like-minded advisors, bringing the collective wisdom of the Garrett members into her practice and into your client engagements, creating a circle of wisdom. Roxanne can help you toward a brighter financial future.
We encourage you to explore the rest of this website. Learning more about our knowledge and financial philosophies will help you feel more comfortable and confident in choosing the right financial advisor for you. Please feel free to contact us with any additional questions or comments that you may have.
Thanks again for visiting us online. Enjoy your visit!