The American Institute of Certified Public Accountants in Gresham, OR offers fee-only financial planning and investment services for individuals, estates, families, businesses, and retirees. With a personalized approach, they save clients time, money, and frustration by conducting thorough research on investment performance and providing sound advice and management from a CPA who is also an independent certified financial planner working on a fee-only basis.
They offer comprehensive planning, retirement planning, investment review and asset allocation, and comprehensive estate planning, all tailored to fit clients' investment needs. With a focus on transparency and client goals, they ensure that investments are selected based on clients' best interests rather than the size of commission received. Led by Jerry J. Davis, a CPA with extensive experience and expertise, they are dedicated to helping clients take control of their finances and achieve their personal goals.
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