Do I need a CPA, financial advisor, or someone else?

I am interested in hiring an accountant to thoughtfully prepare my taxes and look into investment opportunities for me. I would also like advice on how to manage my finances. However, I'm not sure which professional I would need (or multiple). Is there someone that performs a mixture of these services?

Investing, Choosing an Advisor
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December 2016

There are professionals who provide a mixture of services. However, in my opinion, there are few who do it well. Personally, I prefer to use a CPA for taxes, and an investment advisor (possibly a CFP) for investment recommendations. There are firms who offer both services, but with individual specialists. I like this arrangement because direct communication between the CPA and investment advisor can be very valuable.

All the best,

Wyatt A. Moerdyk, AIF®

January 2017
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