A complete list of active advisors currently associated with S.C. Thomas & Associates, CPA, LLC
Warmer can help you find a great advisor at S.C. Thomas & Associates, CPA, LLC or one who fits your needs even better.
S.C. Thomas & Associates, CPA, LLC serves individual and high‑net‑worth clients as well as business clients, offering discretionary investment management, project‑based financial planning, and tax preparation services. The firm typically asks for a $500,000 minimum to establish an advisory relationship, which may be waived at its discretion. The firm develops client‑specific investment policies through personal discussions and implements portfolios using a mix of passive and active strategies guided by modern portfolio theory, fundamental and technical analysis, and periodic asset‑allocation reviews. As a fee‑only adviser operating as a CPA practice, it incorporates tax considerations into investment decisions and coordinates planning with tax return preparation and other accounting services. Distinctive among supported peers, the firm operates as an accounting/CPA practice that provides ongoing tax preparation and planning alongside advisory services, enabling integrated advice on issues such as business planning, employee benefits optimization, and estate planning. The firm also recently became eligible to register with the SEC, and it emphasizes limited‑scope, project‑based planning engagements for specific client needs.
To learn more about the advisors currently working at S.C. Thomas & Associates, CPA, 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.
Name |
Location |
Years of experience |
|---|---|---|
Medina, OH
| 8
|
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