Frequently Asked Questions

A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. All advisors at Investment Advisory Professionals are fiduciaries and we wouldn't have it any other way. https://www.youtube.com/watch?v=s9jegydskQo

CPAs are the only regulated financial planners. They are licensed and rigorously trained, and follow stringent ethical standards, acting always in your best interest. CPA professionals apply these strengths to your financial future -- objectively evaluating everything from retirement plans and educational funding to tax and estate planning. All with the highest level of integrity.

As trusted advisors to investors and taxpayers, CPAs develop a level of knowledge in an expansive list of important topics. We get deeply involved with clients and can lend a well-rounded opinion to most financial and planning situations.

Investment Advisory Professionals, LLC is a fee-only financial planning and investment advisory firm, which means our only compensation comes from fees we receive from you.

We are located in downtown Boca Raton, Florida and we have a branch office in West Palm Beach, Florida.

Yes we do! A large amount of our clients do not live in the South Florida area. We are able to work with clients around the country using phone and virtual meetings and screen sharing programs like Zoom to review financial plans together online. We also use ShareFile, a virtual vault, to store and transmit sensitive client information.

You can schedule an introductory call here (https://calendly.com/bocawealthadvisors/introductory-call)or you can call our office at 561-391-4477.

See pages 8-9 of our for descriptions of our designations and corresponding education and renewal requirements.

Yes we can! It is common that over time people have many accounts spread out in different places. Whether it is an old 401(k) account from an employer you have left years ago, or a brokerage account you setup when you were trading stocks with your buddies, we can advise you on the tax treatment of these accounts and best ways to consolidate and aggregate them.

Your money is held at a custodian brokerage firm, which is insured by the SIPC for up to $500,000 per account type and is protected against losses resulting from the failure of a broker-dealer. Our currently recommended custodian, Charles Schwab & Co. has insurance in addition to the SIPC coverage. Please note, unlike FDIC insurance for banks, SIPC does not protect against losses due to normal swings in the market. An explanatory brochure is available at http://www.sipc.org.(http://www.sipc.org)