About Belay

It’s rare to find a firm that seamlessly integrates accounting and wealth services.

With the founding partners’ experience in accounting and wealth management, Belay provides a unified experience, addressing finance holistically and without the inconvenience of multiple firms or conflicting, time-consuming processes.

Our goal is for our clients to have fewer people know more about them. We don’t aspire to become the biggest player in the industry. Rather, we seek to build business relationships that are more like friendships – personal and long-lasting with integrity and honesty at the core.

It is the depth and quality of the relationships we build and the advice we offer, and helping our clients make their future happen, that drives our business forward.