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CPA ALLIES, LLC
CPA Allies specializes in financial planning for women, CPAs, and accounting firms, helping clients navigate financial goals with purpose and direction.
CPA ALLIES, LLC
CPA Allies specializes in financial planning for women, CPAs, and accounting firms, helping clients navigate financial goals with purpose and direction. The firm also serves as a behind-the-scenes partner for accounting firms, providing white-label financial planning and investment management. It focuses on supporting individuals, entrepreneurs, and firms through personalized financial planning and investment management across life stages.
General information
Firm type
Asset Manager
Year founded
2017
Location
City
Atlanta
Principals
Jeff Morris
Founder & Principal Financial Planner
Melissa George
partner; Founder, InvestHER Fiduciary Solutions, LLC
Delinda Armant
Insurance Brokerage Specialist
Monica Gonzalez
Marketing Specialist
Sector focus
Frequently asked questions
Who runs CPA ALLIES, LLC?
No named operator or principal can be identified through public sources. The firm has not disclosed its management team, and no filing or press release names a founder, CEO, or CIO (public record).
What is the investment strategy of CPA ALLIES, LLC?
The firm has not disclosed an investment strategy, asset-class focus, or sector preferences. No portfolio companies, deals, or co-investors have been publicly linked to CPA ALLIES, LLC (public record).
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