A complete list of active advisors currently associated with AMA Office Solutions LLC

Warmer can help you find a great advisor at AMA Office Solutions LLC or one who fits your needs even better.

AMA Office Solutions operates principally as an accounting and bookkeeping practice that also functions as a state-registered investment adviser serving corporations, LLCs, individuals, families and small institutions, including foundations and endowments. The firm lists services that include cash‑flow and balance‑sheet investment management, asset allocation, general portfolio management, retirement plan consulting and comprehensive financial planning, but it is awaiting Massachusetts registration and did not provide investment advisory or management services to any clients as of March 3, 2026. The firm describes an objective‑based investment process that combines proprietary quantitative models with qualitative adjustments to build diversified portfolios primarily using exchange‑traded funds and mutual funds, with attention to clients’ cashflow and balance‑sheet needs. Accounts are typically managed on a discretionary basis under an Investment Policy Statement, reviewed at least monthly, and rebalanced as appropriate. AMA’s profile is notable for blending operational accounting/controller services with advisory work and explicit retirement/pension consulting capabilities, including institutional pension strategy experience on the team, which supports work with corporate retirement plans and charitable entities such as foundations and endowments. The brochure also discloses that the firm may provide both accounting and investment services to the same clients (with related conflicts disclosed) and that it relies on proprietary modeling tools for portfolio construction.

To learn more about the advisors currently working at AMA Office Solutions LLC, 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
Sergey Agres	Needham, MA	0

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