Optimum Advisory

Financial Advisory & Accounting Services

Our Services

HOW WE CAN HELP YOU

Start-Up Support

Business Development

Financial Services

Additional Services

About Us

Liam R. Davis, CPA

CEO

Derick B. McIntosh, MBA

CFO

Our Philosophy

“We step beyond bringing an idea to life and create an environment for it to thrive. Working closely with our clients through each phase of the business development process, we create unique solutions tailored to your needs and market opportunities. As your advisor, we will not only provide you with pragmatic strategic recommendations, but will collaborate with you on implementation and measurement.” Simply, we are a CPA led agile advisory firm with the ability to delve into deeply rooted issues to arrive at cost-effective solutions to enhance the financial, operational and commercial performance of your business.
Scroll to Top

Liam R. Davis, CPA

CEO

“I feel the strong desire to support millennials in the pursuit of their passions. Time is a gift that should not be taken for granted, as ultimately, it remains unknown how much of it we have on this earth. Consequently, I believe that what you do on a daily basis should set your soul on fire! Think of a world where people did what they loved for a living. Wouldn’t this be an amazing place to be? My goal is to create a firm that equips young professionals with the tools to develop their ‘side-hustle’ into their primary occupation. With a full suite of advisory services, my clients will be equipped with the resources to not only operate in an ever changing business and economic environment, but to excel. Optimum was crafted “with you in mind.”

Derick B. McIntosh, MBA

CFO

“I believe that young and upcoming businesses are to become the backbone of our economy. However, in many cases, professional guidance is the missing link for many businesses to unlock their true potential. That’s where Optimum Advisory Services come in. With support and guidance through innovation, Optimum will help each business reach their goals and beyond. Our firm will serve as a catalyst of societal growth through advisory services which will optimize the growth of our clients. My goal is to utilize our full suite of advisory resources to take each client to the next level.”