A complete list of active advisors currently associated with Edward R.. Wildman, CPA, LLC

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

The firm provides advisory services to a mix of individual and institutional clients, including trusts, estates, charitable organizations, corporations, and pension or profit‑sharing plans. In addition to portfolio management and a 401(k) Daily Valuation program for employers, the firm operates as a certified public accounting practice offering traditional tax and accounting services. Investment guidance is rooted in a value‑driven, fundamentally based, long‑term philosophy and implemented through a client‑specific Investment Policy Statement. The firm manages accounts on a discretionary basis while typically delegating tactical security selection and trade execution to independent sub‑advisors, and it conducts ongoing monitoring and periodic performance reviews. What is distinctive is the firm’s dual role as a CPA/PFS practice that maintains an active tax and accounting business while also serving as an SEC‑registered advisor, a combination that is uncommon among independent advisors. The firm accepts retirement plan and other institutional clients under ERISA fiduciary responsibilities, offers plan‑level services through third‑party arrangements, and occasionally provides tax‑focused evaluations of syndicated investments and public educational seminars.

To learn more about the advisors currently working at Edward R.. Wildman, 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.