Redfield, Blonsky & Starinsky, LLC

The firm provides discretionary portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, holding roughly $59.4 million in client assets across about 125 accounts. It offers initial and annual financial reviews at no additional charge and delivers periodic account reporting, including semi‑annual and annual statements.

Investment decisions are grounded in fundamental analysis, with CPA expertise used to interpret SEC filings and financial statements and to project multi‑year cash‑flow road maps (typically five to fifteen years); the firm generally pursues tax‑sensitive, long‑term positions while minimizing turnover. Accounts are managed on a discretionary basis and the firm may use fixed‑income trading, margin, and has reinstated short selling as an investment tool when deemed appropriate.

What distinguishes the firm is that it is also a certified public accounting practice — the brochure discloses the firm spends roughly half of its time providing accounting services and may offer those services separately to advisory clients, a relationship that the firm notes can present conflicts of interest. The firm also documents and provides performance information (reports that include returns and methods of calculation) and operates with advisory leadership concentrated in its managing member/chief compliance officer role, which differs from larger multi‑adviser teams.