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  1. Home
  2. Who We Are
  3. Our Beliefs

Our Beliefs

 

McCrate, DeLaet & Company exists to clarify our clients’ visions of the future and define actionable steps to achieve them. Since 1947, this has included providing counsel, context and perspective on the financial events of our clients’ lives. Today, our firm represents the combined professional experience and knowledge of our CPA firm, McCrate, DeLaet & Company, and our wealth management firm, McCrate, DeLaet Financial Advisors, LLC

The integrated collaboration of these two firms allows our highly skilled CPAs and financial advisors to deliver sophisticated tax, consulting and wealth management solutions to individuals and businesses in a wide array of industries and to serve clients in all phases of their personal and professional pursuits. Our entire team shares the same core values and beliefs that shape each relationship we build and the solutions we offer.

  • We believe in clarifying optimistic vision and that we must help clients define and design the lives they want to live.
  • We believe that personal responsibility begins with the courage to be honest with yourself and others. 
  • We believe that patience and discipline are naturally conservative mindsets that quietly advance purposeful and deliberate living. 
  • We believe in actively listening to clients and tuning out the financial noise that strains ears and attention spans daily.
  • We believe in the importance of our work and the nobility of our business.

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  •   100 South Main Avenue, Suite 203, Sidney, Ohio 45365
  •   (937) 492-3161
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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM .  We currently have individuals licensed to offer securities in the states of Ohio, Indiana, Florida, and Pennsylvania. This is not an offer to sell securities in any other state or jurisdiction.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Advisor Websites for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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