Independent IT Advisory
Is Your IT Advisor on Your Payroll? Or Your Vendor's?
Family-run since 2010. No vendor partnerships, no kickbacks, no hidden agendas.
125+ years combined experience · 100% US-based · Zero reselling
Capabilities
Technology Decisions That Hold Up Under Scrutiny
Vendor-neutral guidance across strategy, security, compliance, cloud, and managed operations.
Cybersecurity & Risk Management
Security assessments, penetration testing, and incident response planning, scoped to the risks your business actually carries.
Learn more 02Compliance & Regulatory Services
Map complex regulatory requirements to accountable owners, controls, and evidence. We prepare you for audits and certifications without steering you toward unnecessary tooling.
Learn more 03Managed IT Services
Co-managed IT support, infrastructure monitoring, and help desk services that extend the team you already have.
Learn more 04Cloud Consulting & Digital Transformation
Platform-agnostic cloud strategy and migration planning, matched to your workloads and your budget.
Learn more 05IT Strategy & Advisory
Fractional CTO and CISO services: executive-level guidance at a fraction of the cost of a full-time hire.
Learn more 06Technology Services for Nonprofits
Purpose-built IT programs for nonprofits. We help you maximize donated technology, meet grant compliance, and stretch every dollar.
Learn moreOur Process
How We Work
Four stages. Each one names what you receive and what we will not do.
01
Discovery and Assessment
We document the systems, contracts, owners, and constraints you already have. Assumptions get tested against evidence before anything is proposed.
- You receive
- A written inventory of systems, contracts, renewal dates, and named owners.
- We do not
- We recommend no purchase at this stage.
02
Independent Analysis
We evaluate the options on fit, cost, and how they hold up over the length of the contract. No vendor pays us to reach a conclusion.
- You receive
- Options with costs, tradeoffs, switching costs, and the evidence behind each.
- We do not
- We hold no partnership with any vendor under review.
03
Strategic Recommendations
You get a recommendation with its reasoning attached, including the cost of doing nothing when doing nothing is the right answer.
- You receive
- A written recommendation, the rationale, and the decision it asks you to make.
- We do not
- We earn the same fee whichever option you choose.
04
Implementation Support
We stay through execution, check delivery against the scope that was agreed, and resolve what surfaces along the way.
- You receive
- Delivery checked against the agreed scope, with issues tracked to closure.
- We do not
- The senior people you met do not hand you to a junior team.
What We Stand For
Independent advice, paid for by the client it serves.
One Source of Revenue
The fee you pay is our only income. A vendor whose product we recommend gains a customer and owes us nothing.
Family-Owned & Operated
Our name is on the door, and we stake it on every engagement. Reputation built one relationship at a time.
Fiduciary Mindset
We recommend what is best for you, and we will advise against unnecessary spending every time.
Executive-Level Experience
Our team has held senior positions at major financial institutions and brings that discipline to midsize organizations.
Our People
Leadership Team
We put our own names on the advice we give. The people below lead every engagement themselves.
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
The next step
Ready to Get Unbiased IT Guidance?
No sales pitch and no obligation. Start with an honest conversation about what your organization needs.