Tax Alpha

Founding an independent financial advisory firm in 1994 was a natural next step for David Elmore, EA, CFP® CKA®. Having provided individuals and businesses in the Waynesboro, Virginia area with sophisticated accounting and bookkeeping solutions since 1987, he had seen first-hand how well-thought-out tax strategies were often undermined by ill-advised investment choices.

Elmore formed Financial Management, Inc. (FMI) to fill the need for comprehensive and carefully orchestrated financial planning services. It is a hybrid independent financial services, tax advisory and investment management firm with tax preparation, accounting services, wealth management and retirement planning. Each area works in concert with the others to produce the best outcomes.

With several professional members of the team that are CPA’s or EA’s able to practice before the Internal Revenue Service and having prepared tens of thousands of tax returns, our firm has an understanding of tax that is not theoretical—it is actual and practical. We apply this knowledge and expertise to each client’s situation to take full advantage of the tax code and by doing so we have helped reduce tax exposure while preserving market exposure. 

“Even highly experienced advisors could unintentionally expose clients’ assets to risk,” says Elmore who is the firm’s managing partner. “By rule, most investment advisors can’t offer tax advice. Few have had sufficient training or certifications.”

Tax preparation services offered through Bookeeping & Management Systems, Inc. are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.

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