# CPA ALLIES, LLC

CPA ALLIES, LLC is an Asset Manager based in Atlanta.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Atlanta
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** https://cpaallies.com
- **LinkedIn:** https://www.linkedin.com/company/jeff-morris

## Regulatory record

- **CRD number:** 286120
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286120

## About

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.

## Sectors

- women, CPAs, and accounting firms

## People

- Jeff Morris — Founder & Principal Financial Planner
- Melissa George — partner; Founder, InvestHER Fiduciary Solutions, LLC
- Delinda Armant — Insurance Brokerage Specialist
- Monica Gonzalez — Marketing Specialist

## 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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Last updated: 2026-08-11T15:06:27.647Z

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