Is Your IT Advisor on Your Payroll? Or Your Vendor's?
Family-run since 2010. No vendor partnerships, no kickbacks, no hidden agendas. Just honest IT guidance backed by 125+ years of combined senior experience.
Independent IT Expertise
Every recommendation we make is based solely on what's best for your organization. No vendor kickbacks. No hidden partnerships.
Cybersecurity & Risk Management
Vendor-neutral security assessments, penetration testing, and incident response planning — built to protect your business, not sell you products.
- Penetration testing & vulnerability assessments
- Security policy development & review
- Incident response planning & tabletop exercises
- Risk assessments aligned to NIST & CIS frameworks
Compliance & Regulatory Services
Navigate complex regulatory requirements with expert guidance. We prepare you for audits and certifications without steering you toward unnecessary tooling.
- HIPAA, SOC 2, PCI DSS & ISO 27001 readiness
- NY SHIELD Act compliance programs
- Audit preparation & gap analysis
- Policy documentation & staff training
Managed IT Services
Co-managed IT support, infrastructure monitoring, and help desk services designed to augment your team — not replace it.
- Co-managed IT & augmented help desk
- 24/7 infrastructure monitoring & alerting
- Vendor coordination & license management
- IT asset lifecycle management
Cloud Consulting & Digital Transformation
Platform-agnostic cloud strategy and migration planning. We recommend the right cloud for your workload — not the one that pays us referral fees.
- Cloud migration strategy & execution
- Microsoft 365 & Google Workspace optimization
- Hybrid & multi-cloud architecture design
- Cost optimization & right-sizing
IT Strategy & Advisory
Fractional CTO and CISO services that give you executive-level guidance at a fraction of the cost — with zero vendor conflicts of interest.
- vCTO & vCISO fractional leadership
- IT roadmapping & budget optimization
- Vendor evaluation & selection guidance
- Technology due diligence for M&A
Technology Services for Nonprofits
Purpose-built IT programs for nonprofits. We help you maximize donated technology, meet grant compliance, and stretch every dollar.
- Nonprofit IT strategy & roadmapping
- Google for Nonprofits & TechSoup setup
- Grant compliance & reporting systems
- Donor management & CRM optimization
Our Process
How We Work
A transparent, client-first approach built on independent analysis and honest guidance at every stage.
Discovery & Assessment
We begin with a comprehensive review of your current technology landscape, business objectives, and pain points. No assumptions, just evidence-based analysis.
Independent Analysis
Our team conducts deep-dive analysis without vendor influence. We evaluate options based purely on fit, cost-effectiveness, and long-term value for your organization.
Strategic Recommendations
Receive actionable recommendations with clear rationale. We present options, trade-offs, and our honest assessment—including when the answer is to do nothing.
Implementation Support
We stay engaged through execution, ensuring vendors deliver what was promised and helping you navigate any challenges that arise along the way.
Why We're Different
Most IT consultancies profit when they sell you products. We profit when you succeed.
Zero Vendor Partnerships
We have no vendor agreements, no referral fees, no kickbacks. Ever.
Vendor-funded recommendations
100% client-funded advice
Family-Owned & Operated
Since 2010, we've built our reputation one relationship at a time.
Corporate sales quotas
Long-term relationships
Fiduciary Mindset
We recommend what's best for you, even if it means doing nothing.
Push products for commission
Advise against unnecessary spending
Executive-Level Experience
Our team has held senior positions at the world's largest financial institutions.
Junior consultants learning on your dime
Seasoned experts from day one
Trusted by executives at leading financial institutions, healthcare organizations, and growing businesses since 2010.
From Citibank to JP Morgan, IBM to the Federal Reserve — our leaders bring real-world expertise from the most demanding environments in finance and technology.
Leadership Team
Family-run since 2010. We stake our personal reputation on every engagement because our name is on the door.
H. David Smith
Founder & CEO
Former Citibank, Private Equity
Terrence Smith
Co-Founder & Advisor
Former Citibank, IBM
Amanda Heffernan
Head of Operations
Former Investment Banking, 6 Tech Startups
H. Kevin Feimster
QA & Policy Director
Former JP Morgan, US Federal Reserve
Ready for Honest IT Advice?
Schedule a no-obligation consultation with our team. We'll assess your needs, answer your questions, and give you a straight answer — even if that answer is "you don't need us."