Trusted Advisors. Proven Partners.
Helping You Navigate Change with Clarity and Confidence
At Maner, we don’t take the title “trusted advisor” lightly.
To us, it means being there — consistently, thoughtfully, and fully — especially when times feel uncertain. And right now, we know there’s a lot in motion: shifting tax laws, market volatility, questions about tariffs and the global economy. It’s a lot to keep up with, and it’s easy to feel like you’re navigating it alone.
You’re not.
We’ve spent years growing Maner Costerisan into more than just a full-service accounting firm. Our investments in technology, consulting, and wealth management were made with one goal in mind: to serve you better. To give you a team that not only understands the numbers, but also understands your vision, your challenges, and what’s at stake.
Our job is to help bring clarity when things get complicated, and to help you move forward with confidence, no matter what tomorrow holds.
We’re here for the long haul. And we’re grateful to walk alongside you.
Have a question or concern? Reach out — we’re here to help.
Get a Complimentary Second Opinion
If you’re uncertain about the state of your retirement planning or investment portfolio, we can help. Our Second Opinion service provides an honest and unbiased assessment of your current plan. The Maner Wealth team will review your financial plan with a complimentary consultation and evaluation, providing feedback on your financial health and helping you assess progress toward your long-term goals. Sometimes, a second opinion can make all the difference.
No cost. No obligation. Just a fresh perspective.
SCHEDULE YOURS TODAY
Smart Financial Planning During Market Volatility
By Michael Nordmann, CFP®, CPFA®, Principal, Director, Chief Wealth Officer
When markets are volatile, the immediate instinct is to pull back. Business owners often shift their strategy to reduce exposure and protect what they’ve built. But a resilient wealth strategy doesn’t guess what the market will do next. It prepares for what life will do next.
Learn More About Strategic Investment Strategies
President Trump Signs His One Big Beautiful Bill Act into Law
On July 4, President Trump signed into law the far-reaching legislation known as the One Big Beautiful Bill Act (OBBBA). As promised, the tax portion of the 870-page bill extends many of the provisions of the Tax Cuts and Jobs Act (TCJA), the sweeping tax legislation enacted during the first Trump administration.
It also incorporates several of President Trump’s campaign pledges, although many on a temporary basis, and pulls back many clean-energy-related tax breaks.
To learn more about key changes affecting individuals and businesses, click the link below.
Inventory Management Tips in an Uncertain Tariff Landscape
Businesses face rising uncertainty with new tariff structures looming and global trade relationships in flux. As countries continue to iron out details of future U.S. trade agreements, companies can proactively manage inventory and help avoid margin erosion and supply disruptions to safeguard operations.
Questions for Your Trusted Advisors? Let Us Know.
Investment advisory services offered through Maner Wealth, a SEC Registered Investment Advisor. Subadvisory services offered through Advisory Alpha LLC, a SEC registered investment advisor. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.