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American Institute of Certified Public Accountants

The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants.

 

CFA Institute

Administers the CFA and CIPM programs, promotes the highest ethical standards and offers a range of educational opportunities.

 

Estate Planning Council of Richmond Virginia

Founded in 1948, the purpose of the Council is to promote the interests of the general public by developing cooperation among various disciplines involved in the estate planning process.

 

Estate Planning Council of the Lehigh Valley

Founded in 1967, the purpose of the Council is to promote the interests of the general public by developing cooperation among various disciplines involved in the estate planning process.

 

Financial Planning Association

A leadership and advocacy organization for those who provide, support and benefit from financial planning.

 

Institute for Private Investors

Provides innovative educational and networking resources to financial advisors and to families with substantial assets.

 

NAPFA

The nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.


     
     
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Contact

Richmond Office

9030 Stony Point Pkwy.

Suite 100

Richmond, VA 23235

804.358.2702

804.358.9436 (Fax)

 

Bethlehem Office

74 West Broad Street

Suite 320

Bethlehem, PA 18018

610.882.3882

610.882.9928 (Fax)

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