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Investing does not happen in a vacuum. Our team must first create your financial statements, perform a risk assessment, project your lifetime income needs and review your tax picture before we invest. That is why every investment professional at CPA is first a Certified Financial Planner. More information can be found at the Allegheny Investment, Ltd. website. 

We are fee-only investment advisors. Qualifier: We may use, on a rare occasion, a loaded share fund or charge a commission, but only if this is in your best interest and more affordable than a fee-only approach.  

We meet with our clients a minimum of twice a year.

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CPA Named 2018 Small Business of the Year

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