Financial Planning & Investment Management 

We started Forest Asset Management in 2006 because we saw a recurring issue among our CPA clients. We gave clients financial planning advice for years but lacked the means to monitor a client’s progress. Further, the brokerage industry didn’t understand the nuances of tax efficient strategies play in overall wealth management. It’s not what you make but what you keep after paying taxes. We established FAM to create, implement, and monitor our clients’ investment strategies and comprehensive financial plans.

Since that time, FAM has taken root and grown beyond CPA clients. As of our most recent SEC filing in December 2023, we service more than 100 clients and have 184 million assets under management. We help our clients through financial, investment, and tax advice as an independent investment advisor, Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER (CFP®).

Small business owners today rely on our firm to manage their assets and company retirement plans. We serve high-net-worth individuals, established professionals, retirees, and younger active wealth accumulators.