Our Story

It was a logical union. Founded in 1972 and 1982, respectively, TRP and McFadyen & Sumner have been providing first-rate services for businesses, families and individuals in our region for several decades. Both firms have earned a reputation for being extremely client-focused. They have also shared the commitment to going “beyond the tax return” to provide financial and advisory services that can increase wealth and improve productivity, profitability and day-to-day operations for businesses.

Both firms were built on a vision of a creating a firm centered around a team-oriented culture, with a mission to partner with clients to help them succeed financially in their personal lives and business endeavors by providing unparalleled service.

Due to the size of our firm, we are uniquely positioned to offer extensive services normally associated with larger firms, coupled with the personal relationship of a local firm. By combining our expertise, experience and the energy of our staff, we are able to provide a full spectrum of financial services to individuals, and large and small businesses.

We take pride in our reputation of professionalism, responsiveness and quality. Our firm’s reputation reflects the high standards we demand of ourselves. We do not accept anything less from ourselves and this is what we deliver to you.

Our primary goal as a trusted advisor is to understand our clients’ individual needs and be able to provide insightful advice to enable them to make informed decisions and achieve their financial objectives.

We embrace and accept change in methods, products, ideas and technology. We feel it is extremely important to continually educate ourselves to improve our service to our clients.

Our commitment is to deliver invaluable service while adhering to the highest standards of quality and integrity.