Why Tannery & Company
Tannery & Company is a decidedly different financial advisory and professional accounting firm that is changing expectations about how professional and investment services can be delivered.
Our team is experienced and credentialed in both financial planning, portfolio management and accounting/tax services. We come together from different backgrounds and with different strengths to serve our clients’ needs in a strategic and proactive way.
Our Core Values and Perspectives drive us daily. Our clients turn to us for foresight, straight talk and collaboration from a team of dedicated advisory and accounting professionals.
Core Values & Perspectives
Objectives – By partnering with an independent broker dealer (Independent Financial Group IFG) Tannery & Company has no “proprietary investment products” and provides unbiased advice focused on you. UNBIASED ADVICE
Client Centered – We help our clients organize their finances by connecting them to everything they own, owe, earn or spend. After analyzing your complete financial picture, we make comprehensive recommendations. ALL ABOUT YOU
Life Planning – We bring a holistic approach to wealth management and life planning. We believe that investing without planning is like going on a road trip without a map. Having the capability of providing a one stop shop for financial planning, portfolio management and accounting/tax services is something we pride ourselves in. PLANNING COMES FIRST
Team Approach – Our clients are comfortable reaching out to anyone on the team with a question or concern and feel confident in knowing they will receive a professional response in a timely manner. TEAM TANNERY
Connectivity – We stay ahead of the curve when it comes to utilizing technology in our practice, always researching new ways to provide our clients with the best of the best, and always at no additional cost. TECHNOLOGY
Partnering – We know when we’ve reached our limits! We work closely with a group of professionals in our community to do our best in providing our clients with best in class service. WHO WE KNOW
Community – Tannery & Company is committed to the communities in which we live, work, and serve our valued clients. Our employees donate their time, talents, and resources to numerous community organizations that focus on health, education, the environment and other issues. CONTRIBUTION