SC&H Financial Advisors, Inc. – Personal Financial Planning
Keeping your Interests At The Forefront Of Our Minds
At SC&H Group we understand that our success depends on our ability to delight our clients and establish a trusted, enduring relationship. This is our motivation. This is why we have assembled a team of practice area professionals who put their expertise to work to consistently exceed client expectations.
Personal Financial Planning is not a one-time event – it is a critical, ongoing process that, if managed well – leads to financial freedom. To guide you on your journey toward financial freedom as you move through various stages of your life, we provide a set of complete and flexible plans designed to meet your ongoing needs.
We help you develop a dynamic and comprehensive financial plan unique to your goals and objectives.
- Developing an Investment Plan
- Building a Plan for Retirement
- Creating Tax-Saving Opportunities
- Structuring and Protecting Assets
- Preparing for Wealth Transfer
- Analyzing Concentrated Holdings
- Accessing Alternative Investments
Personal Financial Planning Practice Leaders:
Gregory S. Horning, CPA, PFS, Partner
Greg is a co-founder of SC&H. Greg performs sophisticated federal, state, and international planning services to help clients minimize their present and future tax liabilities. Greg’s clients include the firm’s most sophisticated and complex high net worth individuals. He supervises and performs detailed tax, financial and estate planning projects. Greg also assists clients in meeting their objectives through the development of business plans, proposals to obtain bank and equity financing, and detailed analyses for corporate mergers, acquisitions, and reorganizations. Learn More About Greg
Robin K. Patalon, CPA, CFP®, Principal
Robin Patalon has more than 20 years of experience both in public accounting and private industry. Over the past several years, she has focused primarily on high-net-worth individuals with tax, estate, and financial matters and family investment partnerships. Currently, Robin supervises the most complex individual and family income tax returns; she performs complex tax and financial planning for individuals and families; she has primary compliance oversight for investment activities of all licensed advisors in SC&H Financial. Her experience in public accounting, private industry, and income tax gives Robin a unique understanding and perspective of her clients’ financial picture.
Michael A. Mandish, CPA, CSEP, CDFA, Principal
With over 20 years of estate and trust experience, Mike offers his clients an array of services including the administration and taxation of estates and trusts, planning and gifting, and individual income tax preparation and planning. He consults with attorneys, guiding clients through probate and tax processes, and also specializes in tax planning for businesses run by sole proprietors. Mike also works closely with other members of the SC&H Group to ensure that, in addition to helping his clients in his areas of expertise, their needs are met in all facets of financial planning.
Mike leads a team of five professionals in the estate and trust group and oversees the Firm’s clients in SC&H’s Northern Virginia office. Since joining SC&H in 2004 as a Manager, Mike has grown this practice five-fold. Prior to his accounting career, Mike worked as a paralegal in a well-known law firm. He then worked in the estate and trust practice of a national accounting firm as a staff accountant, senior accountant, supervisor and manager.
Andrew L. Thompson, CFP®, Principal
Andrew is committed to delivering exceptional client service through customized and comprehensive personal financial planning for clients to meet their goals and objectives. These services include tax-advantaged portfolio management, as well as estate, tax, and retirement planning. He identifies opportunities for clients in public and non-publicly traded securities, including the facilitation of 1031 and 1035 exchange opportunities, private placements, and hedge funds. Before joining SC&H, Andrew was a Financial Planning Consultant for a national financial services provider, where he worked with clients on investment strategies and provided financial planning advice to meet clients’ immediate and future needs.
Contact SC&H Financial Advisors, Inc.
To discuss how we can help you or your organization, please complete the form to the side or call (800) 832-3008.
Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors Inc. are unaffiliated entities.