AKA's role is an advocate for our clients'​ personal financial goals and business success. We are not "bean-counters"​ that simply prepare taxes, or compile financial information. We look beyond the numbers, assess our clients'​ financial position, and suggest innovative ways to enhance your net worth, improve your profitability and preserve your accumulated wealth.

 We believe in the value of relationships and advocacy. We view every client relationship like a partnership - one where we are your financial advocate. We truly believe that our success is a result of your success.  

 We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.

As an employer, we value the importance of a "work-life"​ balance and provide our team with the most up to date tools and training to accomplish their career goals. We work hard and are advocates for our client's success - we allow our personnel to work independently on challenging projects to enhance their professional and personal career, which provides for a rewarding experience each and every day.

AKA Advisory, LLC

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AKA Advisory, LLC

Org chart

Teams

Offices

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