Broker Check
Masthead Image
Peace of mind in your financial position.

Peace of mind in your financial position.

We work with clients to create a plan for the future. It’s never too early to begin thinking about retirement, and we help you think strategically about investments, managing your cash flow, saving for the educations of your loved ones, and putting an estate plan in place. 


We take care of the numbers, so you can take care of what matters most. 

Learn more
Financial planning from people who understand taxes.

Financial planning from people who understand taxes.

We take a tax-intelligent approach to your financial portfolio, helping to maximize your opportunities and minimize your tax liability. 


Couto DeFranco was founded more than three decades ago as a certified public accounting firm, and tax-intelligence remains at the core of everything we do.

Learn more
We take care of the numbers, so you can take care of what matters most. 

We take care of the numbers, so you can take care of what matters most. 

Our team of professionals provides support and guidance at all points along your financial journey. We work to understand your current situation, your history, and your present and future needs, so you can spend more time focusing on what’s important. 

About Us

Schedule an Appointment

Thank you!
Oops!

Contact Us

We’d like to hear from you!