About Us
Committed to Your Financial Well Being
What We Believe In
Our Philosophy
We offer expert, integrated financial guidance, transforming complex tax and wealth hurdles into a clear path for growth. We help driven professionals secure their future with a strategic, personal touch.
Meet The principal and founder
The CPA and Wealth Manager Behind the Precision and Clarity
Darrin D. Leaks, CPA, M.Tax
Education
• B.S. in Accounting and Management Science, University of South Carolina
• Master of Taxation (M.Tax), University of South Carolina
• Boston University’s Financial Planning Program
Experience
• Over 25 years in tax planning, tax compliance, and tax structuring
• Tax planning and advisory roles at two Big-Four accounting firms
• Former Senior Tax Advisor at a top 3 multi-national bank
Certifications
• North Carolina Certified Public Accountant (CPA)
• Passed the CERTIFIED FINANCIAL PLANNER™ exam
• CFP® certification candidate
• Investment Advisor Representative (Holds Series 65)
Associations
• American Institute of Certified Public Accountants (AICPA)
• National Association of Personal Financial Advisors (NAPFA)
• Financial Planning Association (FPA)
Are We a Good Fit?
We believe that strong financial relationships are built on trust and alignment. Here is how we define our ideal partnership to ensure we can provide the highest level of care for your future.
We’re a great fit if…
• You are a dentist or dental practice owner seeking expert strategy.
• You are a high-earning professional who values proactive, long-term planning.
• You are open to an ongoing advisory relationship built on mutual transparency.
We may not be the best fit if…
• You are looking for one-time tax preparation only.
• You prefer DIY without professional guidance.
• You are seeking speculative or high-risk trading strategies.
Our Values Drive Precision
The Core Foundation
01
Fiduciary-First Advice
We act solely in your best interest, providing conflict-free guidance that prioritizes your long-term financial well-being over products or quick wins.
02
Clarity in Complexity
Translating complex numbers into simple, actionable strategies that drive growth and build wealth.
03
Integrated Tax & Wealth Planning
We coordinate your tax strategy and investment plan under one roof, so every move works together to build long-term wealth.
04
Proactive Tax & Wealth Planning
We look ahead, modeling future scenarios and tax impacts so you can make confident decisions today—not just react at filing time.