Going CPAs & Wealth Advisors is a fiduciary firm structured as a Registered Investment Advisor (RIA). We are legally bound to a high fiduciary standard by which we must act with ethical integrity in a client’s best interest always. And being independent means we have a fee-only compensation structure—no commissions, no markukps and no hidden fees.
Contrary to media outlets focusing on the latest hot investment, however, the majority of your investment gains are determined by the asset allocation of the portfolio. This is the mix between stocks and bonds, in addition to alternative investments that are incorporated in our clients’ portfolios. We utilize alternative investments to provide income and further diversification due to their low to negative correlation with the S&P 500 and U.S. Bond Aggregate Indexes.
A seasoned team of CPA financial planners personally oversees all portfolio management. Our investment strategies are designed with the objective of limiting downside risk and preserving our clients' wealth. Our investment philosophy is to develop low-cost, well diversified portfolios with the ultimate goal of delivering the highest returns possible for the amount of risk the client is willing to assume, while mitigating downside risks.