Our service difference is defined by the way we manage entire client relationships. As a full service accounting and financial consulting firm, our investment group professionals work closely with our accounting teams, communicating and cooperating to customize investment strategies that address every aspect of our clients' present and future objectives. This comprehensive understanding of each client's situation enables us to design portfolios that specifically match individual needs.
By building strategic relationships with professionals in disciplines that support our clients' full financial lifecycle, CPA Financial Group, LLC delivers unparalleled investment services. We proudly handle in excess of $200 million in total client assets.
To contact members of our professional staff, please visit our Directory.