How does the advisor help clients – Key Takeaways:
Philip A. Bleier, CPA is a highly respected financial expert with a wealth of experience in the industry. He offers top-notch financial services to clients, helping them to achieve their financial goals. Through his expertise, knowledge, and commitment, he has built a solid reputation as a trusted advisor.
Facts and Insights
Philip A. Bleier has been in the financial industry for over 20 years and has advised numerous clients on their financial matters. He has a deep understanding of financial concepts and strategies, and he stays up-to-date with the latest trends and market changes to provide the best advice to his clients. He is known for his analytical skills and attention to detail, which enables him to develop personalized financial plans for his clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | 20+ years |
Financial Services Offered
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Business Planning
Client Types
Philip A. Bleier works with a variety of clients, including individuals, families, high-net-worth individuals, and small business owners. He understands the unique needs and goals of each client and tailors his services accordingly. He also takes the time to educate his clients on financial matters, empowering them to make informed decisions for their financial future.
Fees & Compensation
Philip A. Bleier operates on a fee-only basis, ensuring that his clients receive unbiased and transparent advice. He charges a percentage of the assets under management as his advisory fee, which means his interests are aligned with the success of his clients’ investments. He believes in maintaining long-term relationships with his clients and does not receive compensation from any other source, preventing any potential conflicts of interest.
Background
Philip A. Bleier is a licensed CPA with a Bachelor’s degree in Finance and Accounting. He holds several industry certifications and is a member of various professional organizations, such as the American Institute of CPAs (AICPA) and the Financial Planning Association (FPA). He has also worked for top financial firms before establishing his own practice, providing him with a diverse range of experiences in the financial industry.
Financial Advisor Disclosures to Know
As a registered financial advisor, Philip A. Bleier is committed to transparency and disclosure. He follows all industry regulations and guidelines and takes care to disclose any potential conflicts of interest to his clients. He provides his clients with all the necessary information to make informed decisions about their financial future and is always available to address any questions or concerns they may have.
In conclusion, Philip A. Bleier, CPA is a highly qualified and dedicated financial expert who offers top-notch services to his clients. With his expertise, he helps his clients achieve their financial goals and secure their future. If you are in need of financial guidance, consider reaching out to Philip A. Bleier for personalized and trustworthy advice.