Building Financial Futures Since 2019
We started with a simple belief - that every business deserves thoughtful financial guidance without the complexity. Today, we help companies across South Korea make smarter financial decisions that actually stick.
Our Journey Forward
From a small consulting room in Busan to serving businesses across the region, here's how we've grown alongside our clients' success stories.
The Beginning
Started in a shared office space with our founder Marcus Holloway, who left corporate banking to help small businesses navigate financial planning. Our first client was a local restaurant struggling with cash flow - they're still with us today.
Finding Our Rhythm
Expanded to include tax strategy and business forecasting after clients kept asking for more comprehensive support. Developed our signature planning approach that breaks complex financial concepts into manageable steps.
Team Growth
Brought on senior advisor Benjamin Chen to handle our growing client base. His background in investment analysis complemented our planning expertise perfectly. We also moved to our current Busan location.
Looking Ahead
This year we're focusing on digital planning tools while maintaining our hands-on approach. We believe technology should enhance personal service, not replace it. Plans include expanding our educational workshops for local business owners.
What Drives Our Work
These aren't just nice words on a website. They're the principles we return to when making decisions, especially the tough ones that really matter to your business.
Clear Communication
No financial jargon or confusing explanations. If we can't explain a strategy in plain terms during a coffee conversation, we need to rethink our approach.
Practical Solutions
Beautiful spreadsheets don't pay bills. Our recommendations focus on what you can actually implement with your current resources and team capacity.
Long-term Thinking
Quick fixes usually create bigger problems later. We design financial strategies that work for where you are today and where you want to be in five years.
Honest Feedback
Sometimes the best advice is 'don't do that yet.' We'd rather have difficult conversations early than watch preventable problems develop down the road.
A Personal Note
- Marcus Holloway, Founder
