Victor Jones CPA, PC

The firm provides personal financial planning, portfolio management, tax and accounting, pension plan consulting, educational seminars, and insurance advisory to individuals as well as business entities, pension and profit‑sharing plans, trusts, estates and charitable organizations. Its planning services include preparation of comprehensive written financial plans, ongoing quarterly reviews for one year, and preparation of personal tax returns and fiduciary accounting when engaged.

The adviser emphasizes integrated planning that combines tax and accounting analysis with investment recommendations, following a documented process that includes a confidential client questionnaire, a preliminary and final plan, and ongoing consultation. Investment management is provided on a non‑discretionary basis; the firm uses fundamental, technical and quantitative analysis across long‑ and short‑term positions, recommends core exposures such as Dow 30/S&P 500 stocks, government bonds, mutual funds and UITs, and may employ covered‑call option writing to generate income.

What is distinctive about the firm is that it operates as a licensed public accounting firm that is also registered as an investment adviser and whose principal is a licensed insurance agent, allowing an integrated tax‑accounting‑insurance offering that many independent advisers do not provide. The firm also highlights pension plan consulting, educational workshops and fiduciary accounting in its service mix, and reports roughly $2.8 million of non‑discretionary assets under management for a relatively small client base, a combination that sets its practice model apart from many peers.