Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Let’s get your financial house in order.
We provide investment management and wealth planning advice to CPA’s and accounting firms. We are deeply rooted in the accounting community and understand the needs of this talented group of professionals and their clients. We work on your life plan, with a comprehensive approach that supports and educates you on any decision in your life related to a dollar sign.
When you work with us, you get a lifelong partner who will provide deep expertise and guidance to create your personal financial strategy that’s designed to change as your life does. As an independent registered investment advisory RIA firm, our primary focus is to provide unbiased opinions and uphold our fiduciary duty.
What you really want is more freedom. How you get there is with better decisions.
This is why we get up and go to work every day: for the amazing experiences and memories we want to create in life. Drive that car we want, take the trip to Europe, set our kids up for success and take care of our parents with every care and joy they deserve. Making better decisions gives us better options – and that’s what we want. Because options mean more freedom. Want to walk the beaches of Bali and be amazed by the ruins of Machu Picchu? These are the memories you’ll never forget. You want to be able to take those trips without creating excessive debt. So, let’s figure out how you can do that.
The best time to start working on your personal finances was five years ago. The next best time is now!
Many people say they wish they would have taken more interest in learning about personal finance when they first started working – but that’s time we can’t get back. However, we can make changes today to better our future tomorrow. And when your financial health is better, other aspects of your life have a chance of improving.
Here’s who we live to work with:
TM and I shared responsibilities while serving on the board of NABA and became good friends. TM shared that she needed help with an investment account. “It’s just sitting there – I really need to do something with it, Jeff. But how do I do it?” After our conversation, a light bulb went off for me. How many other CPAs and accounting professionals have these same issues? After all, their job isn’t to know about retirement accounts or even investments. TM became my first client for CPA Allies. After I helped her with her retirement problem, she started introducing me to some of her friends and coworkers, and CPA Allies started exploding! I love being a helpful resource to well-deserving people like TM and her friends.
TM* | Current Client
No promotional fees or considerations were provided in association with this testimonial.
DH was an older client I helped while working at Mutual of Omaha. DH and I had a great rapport. Her husband had always been apprehensive about adding on more insurance, but I made a real connection with them, and they knew that I had their best interest at heart. Sadly, DH passed away towards the end of 2021 – just a few days before Thanksgiving. When she passed away, her daughter called and told me everything that happened leading up to her passing. I told her what she needed to do to file the death claim. She shared something amazing with me. Before her mom passed away, she created a handwritten list of things for her daughter to do. On this list, I was #3. Her instructions said: “Please call Jeff Morris. He handles our insurance – and he’s a really good friend of ours.” DH didn’t just see me as another professional service businessman; she saw me as a friend of the family. That simple note melted my heart. I asked the daughter to please send the handwritten list to me. I keep it tacked to my bulletin board in my office to this day to remind me of why I do what I do day in and day out. It’s for the DHs of the world.
DH* | Current Client
No promotional fees or considerations were provided in association with this testimonial.
I met MJ, a business owner, at church. At the time, MJ’s wife managed the finances for his family. Today, I handle everything for them – from protection to investments. One Saturday night, I was working on a project in my garage when MJ called. “I’m coming into some money,” he said, “and you’re the only person I trust. What should I do?” It felt amazing to know that he entrusted me with this great news and that he wanted me to advise him on what to do with a large influx of cash. Understanding the importance of controlling your finances and making your money work for you is gratifying. That’s why I do what I do.
MJ* | Current Client
No promotional fees or considerations were provided in association with this testimonial.
While serving as President of National Association of Black Accountants (NABA), I met KJ, a brilliant NABA member and the owner of a CPA firm. We stayed in touch, and I added her to my newsletter and sent weekly nuggets of personal finance news I send to everyone I meet. Two years later, KJ called me to say her advisor wasn’t serving her well and didn’t follow up on conversations. KJ felt neglected and lost. KJ and I met for her initial consultation. She shared some of her financials, and I created a personalized plan to help her reach her financial goals. KJ has become one of CPA Allies’ biggest clients. She loves that we meet regularly and that her portfolio has grown. KJ is happy with her financial plan. She is the type of client we love to work with at CPA Allies.
KJ* | Current Client
No promotional fees or considerations were provided in association with this testimonial.
*Fictitious initials used to protect client’s identity. The stories, however, are real.
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