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Get to know us

We educate accounting professionals like you who are proficient in finance and numbers but still need guidance with YOUR financial planning, investments and insurance. You need to plan for aging parents, your kid’s education, death, and disability. You want plans that will work. But who can you turn to? The answer is CPA Allies. An independent registered investment advisory (RIA) firm founded in 2016, CPA Allies proudly serves the fiduciary needs of accountants and CPA firms in the Greater Atlanta area and nationally as a trusted, unbiased and private partner.

 

We are dedicated to always acting in your best interest while maintaining full transparency and providing conflict-free guidance throughout our relationship. Additionally, for those accountants working at larger companies or accounting firms, we are immensely helpful while navigating important monetary decisions throughout your career. Our goal is to secure your peace of mind today and tomorrow. We are your true ally in the personal finance world.​

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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.​

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​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.​

Our Philosophy

The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow our relationships. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.

CPA Allies

10 Glenlake Pkwy NE #130
Atlanta, GA 30328

Contact us:

404-596-8080
jmorris@cpaallies.com

Get in Touch

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of CPA Allies LLCâ„  and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by CPA Allies LLCâ„ , a Registered Investment Advisor in the State of Georgia. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Georgia or where otherwise legally permitted. CPA Allies LLCâ„  and Jeff Morris are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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