Going CPAs and Wealth Advisors

Going CPAs and Wealth Advisors provides financial planning, discretionary portfolio management, retirement-plan advisory and general consulting to individuals (including high‑net‑worth clients), trusts, estates and pension and profit‑sharing plans, managing approximately $160.8 million in discretionary assets for about 324 clients through a nine‑advisor team. Services include written financial plans, implementation of Investment Plans, ongoing account management and retirement‑plan consulting for plan fiduciaries and participants.

The firm develops a Financial Profile and Investment Plan for each client and typically manages portfolios on a discretionary, long‑term buy‑and‑hold basis with allocations to mutual funds, ETFs, fixed‑income instruments and, when appropriate, individual equities. Investment selection combines fundamental analysis and occasional technical/momentum methods, with at least quarterly reviews and use of an institutional custodian relationship while pursuing best execution.

What is distinctive is that the advisory practice is integrated with an accounting firm: the principals are accountants and many hold CPA and Personal Financial Specialist credentials, and the firm provides tax, accounting and bookkeeping support (including software advisory) alongside investment advice. The firm also offers ERISA‑focused retirement plan services — from participant education and non‑discretionary advice to investment monitoring and discretionary plan management — and discloses that a partner is licensed to sell insurance and may receive commissions when insurance products are recommended.