At Momentum Advisors, we help our clients build great businesses – with unshakable operations, complete financials and reporting that provides information, not just data. Our clients believe their businesses can be more profitable with the right guidance. Sometimes they are entrepreneurs who know they are not experts in everything, and sometimes they are second-generation owners ready to grow beyond the family business. The right fit for us are people who are engaged in what they do and are looking to get better. 

We exist because not every company needs a full-time CFO or COO, but they need the skills those people possess. We fit in as adviser and teacher so that when we’re gone, the progress continues. We come from “big company” backgrounds and have been doing this long enough to have seen the best and worst ways to run a business. That gives us a tremendous advantage. 

We dig deep into a business, beyond the numbers, into the process. We help with the problems you know about, but haven’t fixed, and the ones that haven’t made it to your desk yet. We look at things differently and get down to the root of how the business operates, and that’s where real change takes place.

We get your team to own change and strive for continuous improvement. We empower them to do more and help you hold them accountable. We provide the information to make decisions and react. 

Contact us at:
(484) 291-1100
momentum@mo-adv.com
www.mo-adv.com

Momentum Advisors

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