A complete list of active advisors currently associated with Fallenbaum CPA & Advisors, LLC

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

The firm provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations and business entities, and also offers educational seminars. Services are delivered on a tailored basis and the firm typically manages client portfolios on a discretionary basis in accordance with each client's stated objectives. Investment management is driven by a tactical allocation strategy intended to reduce risk and seek improved performance, and the firm uses fundamental, technical and cyclical analysis in portfolio decisions. The adviser employs a broad range of instruments — including exchange-listed and over-the-counter securities, corporate and municipal debt, mutual funds and ETFs, options and short sales, variable insurance and interests in real estate or energy partnerships — and may recommend reallocations, cash positions or specific securities to adjust sector weightings or tax outcomes. A distinctive feature is that the firm is run by a licensed CPA and combines investment advisory services with accounting and tax work, with separate fees disclosed when clients use both services; this accounting-advisor combination is uncommon among independent advisory firms. The practice is a small, solo-advisor operation that emphasizes discretionary portfolio management, does not custody client assets except for authorized fee deductions, and does not vote client proxies.

To learn more about the advisors currently working at Fallenbaum CPA & Advisors, 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.