Define your vision. You take care of business. We can take care of you.

As an entrepreneur who has vision and drive, we understand the unique challenges you face—like the fact that managing personal finances can feel like another job you have to handle. That’s why we come by your side as a strategic ally, offering direct access to insights that can help fuel your business ambitions.

At Definition, we strive to be your financial advisor. We align our strategies with your entrepreneurial goals, allowing you to focus on what you do best, while we help prioritize and manage your finances. Our goal is to help entrepreneurs at every stage, from infancy to exit and anywhere in between, providing the connections, technology, and experience to help make a meaningful impact on where your business is today and where it will be tomorrow.

We’ll also tailor a communication plan to your specific needs. We want our communication with you to be impactful and not another task on your to-do list.

In a world of uncertainty, we strive to be your constant – a partner that not only understands your journey, but actively shapes it with you. Simply defined, the same passion and attention you give to your business is what we strive to give to you.