Our firm
Our firm was founded in 1957 by Ross A. Sussman (Sharon’s step-father). Cameron joined Ross in 2010, Sharon joined them in 2016, and Ross retired in 2020 to spend more time traveling, reading spy books, and taking photographs. Ross built the firm on a few core values: Do good (great, excellent, the highest quality) work, give the client the information and tools to make informed decisions, don’t obfuscate, have fun. The firm, with a few more names and some updated technology, continues to operate on this foundation.
Our values
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Do good work
We believe in doing good work every day. For every client.
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Fair pricing
We believe the fee for our work must be fair for you and for us.
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Center the work on the client
We believe our clients are at the center of our work.
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Make complicated and emotionally difficult ideas accessible
We believe in presenting difficult ideas in understandable language.
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Build and maintain relationships
We believe that the better we know our clients, the better the plan will fit and work for them.
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Balanced life
And we believe in and support a balanced healthy life.