Who we are

At Underway Advisory, we’re not just accountants—we’re mission-driven financial strategists committed to helping you navigate the complexities of taxation, business transitions, and long-term wealth building. Whether you're preparing for an exit, growing a business, or optimizing your personal finances, we provide the foresight and expertise to keep you on course.

Rooted in real-world experience—from commanding Coast Guard vessels to leading tax and CFO strategies—our team understands the importance of precision, preparedness, and trust. We bring a proactive, advisory-first approach that puts planning ahead of paperwork and values clarity as much as compliance.

With Underway Advisory, you get more than tax prep—you get a trusted guide, a sounding board, and a crew that’s invested in your financial journey. We believe smart strategies start before year-end, and that real peace of mind comes from knowing you're never sailing alone.

Ready to get Underway?

Want to understand how proactive planning can reduce your tax burden? Reach out to Underway Advisory for more information—we’re here to help you make smarter financial moves.