Our Services

The most successful people understand the distinct difference between making money and managing wealth. Without a clear strategy to address tax obligations, regulate cash flow, comply with regulations, and anticipate market evolutions, even the savviest of individuals will struggle to preserve the financial resources they’ve accumulated. The Personal Financial Services team of Elliott Davis understands the complexities of income and asset protection and has the experience to help clients formulate integrated solutions that sustain wealth for their current and future needs.

Assistance with Trust and Estate Administration

Estate Planning & Compliance

Family Office Services

Individual Income Tax Planning & Compliance

Philanthropic Planning & Compliance

Our Team

Caroline C. Van Hook

CPA
Shareholder

R. Andrew (Drew) Rogers

CPA, PFS
Shareholder
Closely Held Business Specialty Group Leader

Thomas Self

CPA
Principal

Philip Simoneaux

CFP®, CPA
Senior Manager

David Stewart

CPA/ABV, ASA
Principal

Joseph A. Wall, Jr.

CFP®, CPA
Principal

Additional Resources

Article

Ways and Means Chairman Neal announces…

Sep 16th, 2021

On September 13, 2021, the House Ways and Means Committee Chairman Richard Neal released details of tax proposals currently being considered as part of the…
Read More

Article

The Green Book: A Summary of the Biden…

Jun 08th, 2021

The Biden Administration’s “General Explanations of the Administration’s Fiscal Year 2022 Revenue Proposals,” also known as the Green Book, was released by the Treasury Department…
Read More

Article

The Impact of the Georgia Senate Elections on…

Jan 25th, 2021

With the results of the two Georgia U.S. Senate runoff elections giving the Democratic Party a tiebreaking majority in the upper chamber, along with the…
Read More

Contact Our Team

  • By using the contact forms on our website, no professional relationship is established until you speak directly with an Elliott Davis professional to confirm such relationship. By submitting a message through our website forms, you agree that you have read and agree to the full terms and conditions of our website.