Professional Advisory Services is a partnership between CPAs Doug Ralston and Keith Norris. Our CPAs have particular expertise with medical practices, family businesses and business valuations. Our close, confidential working relationship allows our clients to have ongoing and direct access to a broad spectrum of expertise. It also fosters a collaborative environment that is conducive to fresh, insightful thinking on the big pictures of our clients’ financial lives.

When you do business with Professional Advisory Services, you also gain exclusive access to our network of financial services experts. We leverage this team of companies and professionals as appropriate in the management of each client’s financial affairs.The members of this team have been hand-selected on the basis of their expertise as well as their commitment to keeping our clients’ best interests at heart.

We are proud to offer value-added investment strategies through Dimensional Fund Advisors. Dimensional maintains numerous affiliations with academics at the leading edge of financial and economic theory. They apply this intellectual capital to the practical world of investing by offering sophisticated, research-based asset management solutions that were once available only to institutional investors.

Charles Schwab, our recommended custodian, offers us access to a wealth of knowledge and resources and shares our commitment to integrity and excellent client service. While we rely on Schwab to provide world-class research, reporting, due diligence and other important services, the advice we offer our clients is always our own.