A complete list of active advisors currently associated with Advanced Tax & Investments, Inc.
Warmer can help you find a great advisor at Advanced Tax & Investments, Inc. or one who fits your needs even better.
Advanced Tax & Investments, Inc. serves individuals, high-net-worth clients, fiduciaries, and business owners with personalized financial planning and discretionary investment management, and it also offers tax, payroll, and tax compliance/resolution services. The firm provides access to insurance and annuity products through licensed associated persons and may engage third-party managers or a Unified Managed Account (UMA) platform as part of its service mix. The firm structures advice around a profile questionnaire and an Investment Policy Statement, implementing discretionary portfolios and ongoing monitoring using model allocations as a guide. Investment decision‑making draws on technical, quantitative, and fundamental analysis and may include mutual funds, ETFs, private placements, and more complex vehicles such as leveraged, inverse, and buffer ETFs, with documented risk disclosures and periodic reviews. What is noteworthy is the firm’s integration of accounting/tax practice activities with advisory services—combining tax compliance and IRS resolution work alongside investment planning—and the fact that associated persons are licensed to sell insurance, a relationship the brochure discloses as a potential conflict of interest. Compared with many peers, the firm also emphasizes use of a wider range of instruments (including possible cryptocurrency exposure) and explicitly discloses emerging risks such as political and AI-related risks in its investment discussions.
To learn more about the advisors currently working at Advanced Tax & Investments, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Washington D.C., DC
| 0
| |
Orlando, FL
| 25
|
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