Our founding member, Arthur J. Canter, CPA/PFS, CFP® began offering advisory services to clients of his CPA firm in early 1995 in response to almost 20 years of seeing clients get advice from firms who didn't always have the client's interest at heart. He formed Investment Advisory Professionals, LLC in 1998 with a now retired partner. Mark D Miclean CPA/PFS joined the firm in 2000 to offer our services to clients of his West Palm Beach, Florida, CPA firm. Our newest addition, Alexandra B. Demosthenes, CPA/PFS, CFP® joined us in 2010.
We manage over $200,000,000 for about 130 clients. We consult with them on many different facets of their financial life; but mostly regarding investment, tax, retirement and estate planning. We are honored to serve as trustee with or for our clients in many cases.
We offer management of personal accounts, retirement (company, IRAs), trust (living and testamentary), foundation, and many other types of accounts. We act as a fiduciary in all of our relationships. This means we only act in the best interest of our clients.
Please download and review our firm brochures below: