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CPA Family Office

CPA Family Office

Welcome to the CPA Family Office! Our firm is unique in that we not only provide traditional financial and investment advisory services, but combine these services with a strong tax practice. Our professionals have coupled the dual designations of the CPA and the CFP®, along with the Series 7 and 66 with insurance licenses, to create a robust and well rounded practice. That's a high standard. What else? A commitment to trust, a fee-based compensation structure, the highest fiduciary standards in our industries, and transparency. As a result, we hope to create in you the emotional support, security and peace of mind for your finances and estate plan. Explore our services by clicking on the links below. We introduce you to our specialists and bring helpful information to assist you in life's choices. Don't feel alone—walk with us. CPA – "Helping you Succeed".


CPA Named 2018 Small Business of the Year

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