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Going CPAs & Wealth Advisors

EST. AUM
$160,825,856

CONTACTS
5

CLIENT ACCOUNTS
601

Firm Details

Metro area Baton Rouge
CRD Number 117104
Website going.cpa
Client types

Overview

Going CPAs & Wealth Advisors is a CPA-financial planning firm that offers accounting, tax preparation, wealth management, retirement planning, and consulting services for individuals and businesses. The firm acts as a fiduciary and emphasizes independent, tax-efficient wealth management, making investment decisions with mutual funds, ETFs and some individual equities and fixed income. Its portfolios are diversified and periodically rebalanced, with investment views guided by fundamental, technical, and economic analysis.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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