A complete list of active advisors currently associated with Matthew H. Lam, CPA

Warmer can help you find a great advisor at Matthew H. Lam, CPA or one who fits your needs even better.

The firm provides discretionary portfolio management to individuals, corporate pension and profit‑sharing plans, charitable trusts, foundations, and other trusts, and conducts account supervision consistent with clients’ stated objectives. The principal is a licensed CPA who also offers tax return preparation and accounting services under the same business name, and clients are informed that use of the firm’s investment services is optional. Investment decisions are guided by fundamental analysis and a long-term, buy‑and‑hold philosophy, with periodic rebalancing and tax‑loss harvesting available on request. Clients grant discretionary authority via a limited power of attorney and the adviser monitors accounts and updates allocations in response to client circumstances and market conditions. What is distinctive is the adviser’s dual role as a CPA and investment manager, a setup the brochure identifies as an adjunct to his accounting practice and which the firm discloses as a potential conflict of interest. The firm also departs from the common percentage‑of‑assets billing model used by many peers by using a fixed‑dollar, tiered billing schedule, and it reported no assets under management at the time of the brochure filing, consistent with a small, early‑stage practice.

To learn more about the advisors currently working at Matthew H. Lam, 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.