A complete list of active advisors currently associated with Mark L. Westerman, CPA

Warmer can help you find a great advisor at Mark L. Westerman, CPA or one who fits your needs even better.

Mark L. Westerman, CPA provides investment advisory and related financial services to individual clients and a limited number of institutional clients, and the firm also offers accounting and tax-related advisory given the advisor’s CPA background. The firm reports managing approximately $67.9 million for 38 clients, maintaining a small, practice-focused client roster. The advisor typically delivers portfolio recommendations under primarily non-discretionary arrangements, meaning clients or their trustees generally retain final trading authority. Services are delivered with an accounting-oriented perspective, integrating tax and financial reporting considerations into investment advice. What distinguishes the firm from many independent peers is its CPA affiliation and formal link to an accounting practice, its work with institutional clients in addition to individuals, and its use of primarily non-discretionary management while not relying on the common percentage-of-AUM fee model. These features are less common among independent solo advisory practices and may appeal to clients seeking combined tax/accounting and investment guidance.

To learn more about the advisors currently working at Mark L. Westerman, CPA, 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.