We work closely with each client to establish an appropriate investment profile, establishing appropriate asset allocations between equities, fixed income and cash investments.
Please feel free to browse our website, and we urge you to contact us with any inquiries. Thank you for visiting our home.
Welcome to the home of CPA Investment Advisors, LLC. Known locally as “CPA-IA”, we are a Virginia Beach, Virginia based firm primarily providing customized investment management services to high net-worth individuals and associated trust, estates, retirement plans, and other legal entities. CPA-IA generally invests client assets through the use of exchange traded funds (ETF’s).
American Institute of Certified Public Accountants
Financial Planning Association
Life and Annuity Insurance
Series 65 License – Registered Investment Advisor
Virginia Society of Certified Public Accountants
5544 GREENWICH RD. SUITE 103 | VIRGINIA BEACH, VA, 23462 | P: 757- 499- 7744 | F: 757- 497- 0972