A complete list of active advisors currently associated with Colleen Weber CPA, LLC

Warmer can help you find a great advisor at Colleen Weber CPA, LLC or one who fits your needs even better.

The firm provides personalized financial planning and discretionary investment management to individuals, trusts, estates and small businesses, managing approximately $120.6 million for about 50 clients with a small advisory team. Services described in the brochure include retirement, estate, tax and education planning along with ongoing portfolio oversight. Investment advice is integrated with financial planning and implemented on a discretionary basis using client-directed risk tolerance and asset allocation; the firm typically invests in no-load mutual funds and exchange-traded funds and uses an institutional custody arrangement. It operates on a fee-only basis, does not accept commissions or performance-based fees, and charges negotiable, non–percentage-of-assets advisory fees that are deducted directly from client accounts. Distinctive for its peer group, the firm is structured as an accounting-affiliated practice with licensed CPA and CFP credentials and provides income tax planning and tax return preparation (with non-advisory tax work noted as a small portion of firm activity). Rather than presenting itself as a high-net-worth specialist, the brochure emphasizes integrated tax and financial planning for retail and small-business clients while execution and custody remain with independent custodians.

To learn more about the advisors currently working at Colleen Weber 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.