A complete list of active advisors currently associated with Tax Pro Advisor

Warmer can help you find a great advisor at Tax Pro Advisor or one who fits your needs even better.

Tax Pro Advisor LLC provides asset management, comprehensive financial planning, investment guidance, and tax preparation services to individuals, high‑net‑worth clients, businesses, trusts, estates and charitable organizations. Its brochure discloses an affiliated tax/accounting practice and states the firm receives compensation for tax services provided to tax clients. The firm describes an active, tailored asset‑management process that employs fundamental, financial and technical analysis together with modern portfolio theory, ongoing monitoring, and the ability for clients to impose investment restrictions. Tax Pro also uses outside money managers and other advisers — the brochure notes the firm may be involved in selecting or recommending those managers and may receive compensation from them — and it bills financial planning and consulting on an hourly basis. Compared with many peers in the investment manager category, Tax Pro is a newly formed, small adviser with modest assets under management that combines investment advisory services with an operating tax practice. That combination — an affiliated accounting/tax service, hourly planning fees for individual clients, and referral/compensation relationships with outside managers — is presented in the brochure as a notable departure from more typical manager-only business models.

To learn more about the advisors currently working at Tax Pro Advisor, 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.