A complete list of active advisors currently associated with ADI Mahajan CPA PC

Warmer can help you find a great advisor at ADI Mahajan CPA PC or one who fits your needs even better.

Adi Mahajan CPA PC provides integrated CPA and fee-only investment advisory services to individuals, trusts, family structures, charitable organizations, and small businesses, including retirement plan sponsors and participants. The firm’s service set includes goal-based wealth planning, tax-efficient portfolio management, retirement income planning, and retirement plan consulting with administrative and participant support. The firm combines CPA tax expertise with investment management, using IPS-driven asset allocation and methods such as fundamental analysis, quantitative modeling, and modern portfolio theory to guide long-term portfolios. Tax-aware techniques — including asset location, tax-loss harvesting, and multi-year Roth conversion planning — are incorporated into portfolio monitoring and both discretionary and non-discretionary management arrangements. Distinctive features include the dual-practice structure with a formal Independence Clause and separated billing for tax and advisory work, and a client mix that explicitly includes institutional-type clients (nonprofits, charter schools, and employer plans) alongside individual investors. The firm also bills recurring participant administrative/educational fees for plan services and maintains formal AI data-privacy and security controls (SOC 2 Type II compliance and explicit prohibitions on using client data to train public models).

To learn more about the advisors currently working at ADI Mahajan CPA PC, 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
Aditya Mahajan	Research Triangle Park, NC	0

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