A complete list of active advisors currently associated with David N. Hainsworth, C.P.A., P.C.
Warmer can help you find a great advisor at David N. Hainsworth, C.P.A., P.C. or one who fits your needs even better.
David N. Hainsworth, C.P.A., P.C. provides portfolio management and financial planning for individuals (including high‑net‑worth clients), corporations and pension or profit‑sharing plans. The firm also operates as a CPA practice and may offer tax and accounting‑related services alongside its advisory work. The adviser uses modern portfolio theory and a long‑term trading approach, documenting client goals, time horizon and risk tolerance in a written Investment Policy Statement and offering tailored or model portfolios. Advice is provided on a non‑discretionary basis (the firm does not execute client trades), accounts are reviewed at least monthly, and clients receive custodian statements and separate fee reporting. Distinctive features noted in the brochure include the firm’s dual role as an accounting firm providing CPA services while offering investment advice, and its work with pension/profit‑sharing plan clients — both of which are uncommon among peers. The firm also regularly refers clients to third‑party managers (including Kornitzer Capital Management and the Buffalo Funds) and discloses receiving compensation from those advisers, a practice the brochure identifies as a potential source of conflicts clients should consider.
To learn more about the advisors currently working at David N. Hainsworth, C.P.A., 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.
Name |
Location |
Years of experience |
|---|---|---|
Fairfax, VA
| 10
|
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