A complete list of active advisors currently associated with CPA Advisory Services, P.C.

Warmer can help you find a great advisor at CPA Advisory Services, P.C. or one who fits your needs even better.

The firm provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, retirement plans and business entities, managing about $86.6 million on a discretionary basis for roughly 141 client relationships. It offers comprehensive portfolio management and standalone financial planning or consulting engagements, typically with an account minimum for managed services. The firm delivers individualized portfolio management with ongoing monitoring and rebalancing, using a mix of ETFs, mutual funds and individual securities and employing methods that include fundamental, technical and quantitative analysis. Its investment programs can employ options and other derivatives and may use margin (borrowing) in separately managed accounts, and the firm generally charges advisory fees on a percentage-of-assets basis that are deducted from client accounts. Distinctive aspects include an affiliation with accounting practices: firm representatives also provide income tax preparation and accounting services through separate CPA firms, disclosed as an outside business activity and offered but not required for advisory clients. The firm’s use of borrowing and derivatives in separately managed accounts is noted as uncommon among peers, and the brochure discloses the potential conflicts and operational specifics associated with margin and derivative activity.

To learn more about the advisors currently working at CPA Advisory Services, P.C., 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.