A complete list of active advisors currently associated with Welinsky and Welinsky CPAs

Warmer can help you find a great advisor at Welinsky and Welinsky CPAs or one who fits your needs even better.

Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and also operates in an investment-adviser capacity. The firm serves a small number of mainly individual, non–high-net-worth clients. Instead of offering direct portfolio management, the firm refers clients who seek investment services to brokerage firms with which it has working relationships. It does not use percentage-of-assets (AUM) fee arrangements, and its advisory activities center on tax, accounting, and referral services. Being a CPA practice that functions as an investment adviser chiefly through referrals is uncommon among similar supported firms. Its small scale, focus on non‑HNW individuals, and explicit absence of portfolio management and AUM-based fees distinguish it from peers that typically provide direct portfolio services.

To learn more about the advisors currently working at Welinsky and Welinsky CPAs, 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.