Philip A. Bleier, CPA

Philip A. Bleier, CPA runs a boutique tax advisory practice focused on family offices, estate planning, and high-net-worth individuals.

Philip A. Bleier, CPA

PHILIP A. BLEIER, CPA is an SEC-registered investment adviser. It has 2 employees and 1 investment adviser. The firm is based in —.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Principals

Philip A. Bleier

Principal

Who runs investment decisions at Philip A. Bleier, CPA?

The firm is not an investment manager. It provides tax compliance and advisory services. Investment decisions remain with the client; Bleier's role is to structure those decisions for tax efficiency, particularly within trusts, partnerships, and private foundations.

Is Philip A. Bleier, CPA a single family office?

No. The practice is a public accounting firm serving multiple clients. It operates as a professional services business, not as a dedicated family office for a single family. Its client base includes family offices, but the firm itself is an independent advisory practice.

Does the firm participate in fund commitments or direct deals?

The firm does not make investments or commit capital. Its involvement in deals is limited to tax structuring, due-diligence support on the tax implications of transactions, and post-close compliance for clients who are active investors or operators.

How does Philip A. Bleier, CPA source clients?

Client acquisition relies on professional referrals — typically from estate planning attorneys, wealth managers, and existing family-office clients. The firm's reputation is built on long-tenure relationships rather than marketing or institutional business development.

Does Philip A. Bleier, CPA maintain any adjacent vehicles or philanthropic structures?

The firm itself does not operate separate investment vehicles or foundations. However, it provides ongoing tax compliance and advisory services for private foundations, charitable trusts, and donor-advised funds established by its clients.

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