Hello, I’m Mike Skolnick.

I’ve always believed that good financial guidance should feel clear, grounded, and human. For me, this work isn’t about spreadsheets or market noise — it’s about helping people make decisions they can feel confident about. I’m a CPA, a wealth advisor, and someone who genuinely enjoys solving problems, simplifying complexity, and being a steady voice when life gets busy or uncertain.

Over the years, I’ve had the privilege of working with individuals, families, and business owners who want more than generic advice. They want someone who listens, someone who explains things without jargon, and someone who treats their goals with the same care they’d give their own. That’s the standard I hold myself to every day.

My career has taken me through firm ownership, a merger with a larger advisory firm, and deep experience in retirement planning, executive compensation, tax strategy, and stock option management. I’ve learned that the best outcomes come from a mix of technical expertise and genuine connection — understanding not just the numbers, but the people behind them.

When I’m not working with clients, you’ll usually find me spending time in the great outdoors, in the woodshop covered in sawdust, or around the grill experimenting with something new. Time with my family is at the center of it all. Those are the parts of life that keep me steady and remind me what I’m working for.

If you’re looking for someone who values clarity, integrity, and thoughtful guidance, I’d love to connect. Whether you’re planning for the future, navigating a transition, or simply trying to make sense of your options, I’m here to help you move forward with confidence.