CPA-IA
Updated 450 days ago
Welcome to the home of CPA Investment Advisors, LLC. Known locally as "CPA-IA", we are a Virginia Beach, Virginia based firm primarily providing customized investment management services to high net-worth individuals and associated trust, estates, retirement plans, and other legal entities. CPA-IA generally invests client assets through the use of exchange traded funds (ETF's)...
We work closely with each client to establish an appropriate investment profile, establishing appropriate asset allocations between equities, fixed income and cash investments.
Also known as: CPA Investment Advisors, CPA Investment Advisors, LLC