Broker Check

About Us

Our Mission

Our mission is simple: to deliver comprehensive and personalized financial solutions to individuals and businesses in Arlington, TX that drive growth, strive for confident financial futures, and build legacies. Our Arlington CPA firm believes in forming long-lasting partnerships with our clients, built on transparency, open communication, and a commitment to their goals.

What We Offer

By combining the technical expertise of a CPA firm with the forward-thinking approach of a financial advisory practice, we provide a full suite of services, including:

Tax Preparation & Planning

Tailored strategies to minimize tax liability and maximize financial benefits for both individuals and businesses.

Business Consulting

Strategic advice and consulting services to help businesses optimize operations, grow profits, and plan for the future.

Investment Management

Customized portfolio management and wealth-building strategies designed to meet the specific goals of each client.

Retirement Planning

Comprehensive plans to help clients retire with confidence, ensuring their assets support their desired lifestyle.

Estate Planning

Strategies to protect and distribute wealth according to clients’ wishes while minimizing estate taxes and complications.

Insurance & Risk Management

Guidance on life, disability, and other insurance options to protect clients and their families from financial uncertainties.

Meet Our Team

Steven  Kleiber

Steven Kleiber, CPA/PFS, CFP®

Firm Partner | Financial Advisor

817-277-0733

817-277-9604

Jennifer  Hodges

Jennifer Hodges

Wealth Management Administrator

817-277-0733

817-277-9604

Rene Lee

Rene Lee

Office Administrator

817-277-0733

817-277-9604

Suggested Content

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
IRA Income

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.
6 Smart Money Habits for Building Long-Term Wealth

6 Smart Money Habits for Building Long-Term Wealth

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.