Adele Brady Bolson CPA PS

The firm is a licensed CPA practice that offers accounting, tax and related business services and also provides investment advisory and financial planning services to individuals, IRAs, revocable living trusts, estates, trusts and corporate accounts. The brochure discloses that the firm conducts most of its business as an accounting practice and, as of December 31, 2024, reported no investment advisory clients or assets under management.

For clients who receive investment advice the firm develops a written investment policy statement tailored to each client’s purpose, time horizon and risk tolerance, and emphasizes broad diversification as its primary risk-management tool. Implementation generally favors direct investments in equities and fixed income, selective use of actively managed mutual funds, avoidance of frequent trading, and a policy against variable annuities, options, commodities and most derivatives.

Distinctive features compared with many peer investment managers include the firm’s identity and workload as a CPA firm—most time is devoted to accounting and tax work while a smaller portion is devoted to investment advising—and its fee practices that emphasize hourly billing and negotiated flat quarterly arrangements rather than relying solely on percentage-of-assets fees. The firm also describes itself as fee-only (no commissions or referral fees), coordinates with clients’ other advisers, and typically uses custodial services offered through institutional platforms without requiring clients to use a particular custodian.