CPA ALLIES, LLC

Overview

CPA Allies, LLC is a limited liability company that combines insurance brokerage with advisory work focused on financial planning, adviser selection, and client education. The firm operates as a capital allocator rather than a traditional discretionary money manager: it directs client capital to external managers and third‑party products rather than running large in‑house portfolios. CPA Allies does not identify as an active ESG investor and is not registered as a multi‑state adviser. Its fee menu includes hourly charges, fixed fees and other non‑asset‑based arrangements, reflecting a consultative, project and advice‑driven approach rather than a pure asset‑management business. Investment preferences emphasize the use of outside managers and products. The firm places clients into mutual funds and annuities for core allocations and leans on third‑party alternative managers for non‑core exposure. Educational seminars and selection‑of‑other‑advisers work are a material part of its client offering, consistent with a model that helps clients identify and access specialist managers rather than internalizing all investment management.

Assets & Accounts

Investments & Alternatives

Location & Offices