Boutique Financial Services Small-scale operation with 2-10 employees and $1M-$10M revenue, indicating a potential client for personalized financial consulting, outsourced bookkeeping, or compliance services.

West Virginia Presence Located in Fairmont, WV, suggesting opportunities with regional firms or state-funded initiatives; consider local business networks, banks, and government contract leads seeking financial advisory and services.

Tech Stack Signals Use of modern web technologies (oEmbed, Google Fonts API, Slider Revolution) and basic security practices (HSTS) implies a digitally aware firm that may benefit from scalable financial software, CRM integration, and cybersecurity services.

Revenue Range Reported annual revenue of $1M-$10M positions the company as an SMB with potential for growth-focused solutions such as treasury management, asset protection, ERP partnerships, and mid-market financial tooling.

Competitor Benchmarking Operating in the financial services and consulting space with competitors of much larger scale; sales opportunities exist for tailored services, advisory packages, or partnerships that align with their size and market ambitions.