The Five Steps of Financial Planning
Our Certified Financial Planners™ (Jason Bolen and Jim Alexander) will take you through the financial planning process with the knowledgeable and experienced professionals. Experience counts. When we established our family office in 2001, CPA provided the first fee-based platform in Morgantown, W.V. We continue to be the leaders in financial planning.
Our planners carry a dual designation - Certified Public Accountant and Certified Financial Planner™ - to bring the best training, education and experience to the planning table.
We not only run comprehensive plans, but we monitor and back-test our plans to measure your financial success. You are asked to update your plans on an annual basis.
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...