JOHN MASTERS, CPA, PC

Overview

John Masters, Cpa, Pc operates as a small, independent registered investment adviser organized as a corporation with an individual owner. The firm combines accounting and law-firm activities with fee-based financial advice, offering financial planning and portfolio management services aimed at individuals and small-business clients. It charges a percentage of assets under management alongside hourly fees, and typically builds equity-focused portfolios with a notable tilt toward non-exchange-traded equities. The adviser is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices