Focus
Our market niche is to focus on CPAs and their clients. We provide advanced personal financial planning and investment portfolio management on a referral basis.
If you, or someone in your firm, is a CPA and may be interested in a Series 65 - Investment Adviser Law registration, feel free to give us a call. We share a deep respect for ethical integrity and responsibility as Certified Public Accountants.
Our investment advisor representatives are CPAs, registered SEC Series 65 IARs, and also have, or are pursuing, their PFS and/or CFP credential.
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If you are interested in joining the Cincinnati Portfolio Advisors team, send an email with your attached resume to info@cpadvisor.com .
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