A complete list of active advisors currently associated with Barr CPA LLC
Warmer can help you find a great advisor at Barr CPA LLC or one who fits your needs even better.
The firm provides accounting, tax, and financial planning services to individuals and may also serve high-net-worth individuals, charities, and business entities. Its advisory work centers on individualized financial plans, tax planning, business valuation and forensic accounting rather than discretionary management of client investment accounts. BARR CPA LLC does not accept custody of client assets or exercise trading discretion; instead it develops long‑term, buy‑and‑hold investment recommendations and tax-aware planning based on interviews, risk‑tolerance questionnaires and analysis of a client’s financial information. Implementation of recommendations is client-directed and the firm assists with plan reviews and coordinates with other professionals as requested. Distinctive features include a fee-only billing model that relies on fixed and hourly fees rather than the percentage‑of‑assets under management or performance‑based compensation common among many investment managers. The firm is organized as a certified public accounting practice with financial planning credentials noted in its brochure supplement, and it maintains a small, owner‑operated structure with no custody or discretionary trading services.
To learn more about the advisors currently working at Barr CPA 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 |
|---|---|---|
Ridgewood, NJ
| 11
|
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