ADELE BRADY BOLSON CPA PS

Overview

Adele Brady Bolson Cpa Ps is a corporation organized and operated under individual ownership that combines accounting work with fee‑based financial planning. The firm lists its primary business activity as accounting and its advisory activity as financial planning services. It charges clients on hourly and fixed‑fee bases rather than asset‑based or commission structures. The firm is not described as a capital allocator and is not identified as an active ESG investor. It appears to operate within a limited regulatory footprint (not multi‑state) and is not labeled as a pension consultant or related adviser. Industry affiliation is recorded as Other Investment Adviser.

Investments & Alternatives

Location & Offices