MCMILL CPA AND ADVISORS

Overview

Mcmill Cpa And Advisors operates as an independent registered investment adviser and accounting practice that blends tax/accounting services with financial planning and portfolio management. The firm serves both individual and family clients as well as institutional and small business accounts, offering a mix of fee models—percentage of AUM, hourly, and fixed fees—so engagements can be tailored to planning, ongoing investment management, or discrete consulting work. Advisory services include financial planning, portfolio management for individuals and businesses, pension consulting, and client education through publications and seminars. The adviser does not characterize itself as an ESG investor, and its activity is concentrated under a single-state regulatory footprint. Investment activity is centered on collective public investment vehicles and traditional asset classes, with the firm appearing to favor mutual funds and similar pooled products for core allocations. As an accounting-led adviser, Mcmill Cpa And Advisors emphasizes tax-aware portfolio construction and cash-flow planning alongside investment management, using its accounting relationships to coordinate tax-sensitive decisions with investment choices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices