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.
How much is your business worth? At some point in time all business owners are faced with this question. There are also two corollary questions:
Cunningham Powell Alexander, A.C. is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.
Take a moment to...