CPA ADVISORY SERVICES, P.C.

Overview

CPA Advisory Services, P.C. is an independent registered investment advisory firm that focuses on providing a range of financial planning and portfolio management services. The firm caters primarily to individual and family clients, offering tailored solutions that include portfolio management for both individuals and small businesses, as well as consulting services for businesses and institutions. CPA Advisory Services does not actively engage in ESG investing and is not classified as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices