CIA clients receive superior financial guidance from a diverse and experienced group of advisors; all of whom are committed to serving the client’s best interests. CIA is comprised of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, a real estate specialist, an investment analyst, tax counselors and small business owners. This unique make-up gives clients the opportunity to have many of their financial questions answered in one place. The personalities of our team members and intimate size of our firm create a culture conducive to team collaboration. Working together and drawing on each others strengths, the CIA team is able to develop a winning strategy for each of our clients.