ABOUT THE FIRM
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 $230,000,000 for about 135 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.
MEET THE TEAM
Arthur J. Canter, CPA/PFS, CFP
Getting to know the locals on a family trip Down Under.
Art is the President and Founding Member of Investment Advisory Professionals, LLC (IAP). He began offering Investment Advisory services to the clients of his established CPA practice in the mid-1990s and formed IAP in 1998. As President of the firm, Art's duties include portfolio management, design of the firm's asset allocation strategies, and financial, estate and retirement planning for clients.
A Florida resident since 1972, Art graduated from Florida Atlantic University with a Bachelor’s degree in Accounting in 1976 and an MBA in 1977. He is a member of the American and Florida Institute of CPAs, the Financial Planning Association and the Greater Boca Raton Estate Planning Council.
Art has devoted his career in accounting and financial advisory services to help hundreds of local professionals, retirees and their families navigate the complex world of investments and taxation.
I was fortunate to learn at a young age the value of hard work-I delivered newspapers in my apartment complex from age 7 to 13 and always had part-time jobs until I entered the work force upon finishing graduate school at age 20. My father passed away when I was 12 and my mother worked hard to make sure my brother and I could go to college. She remarried and I learned compassion and selflessness from my stepfather, who took on a household of boys at what was an advanced age for him.
I have also been fortunate to have worked my entire career in a community that has grown dramatically. A community full of successful retirees and accomplished professionals enabled me to thrive as a professional myself.
Alexandra Demosthenes, CPA/PFS, CFP
DIRECTOR OF FINANCIAL PLANNING
SENIOR WEALTH ADVISOR
Touring the vineyards in Champagne with her husband, Matt.
Alexandra is a Senior Wealth Advisor and Director of Financial Planning for Investment Advisory Professionals, LLC (IAP). She has enjoyed her role at IAP for the last decade where she has been able to marry her technical financial planning skills with her desire to help others. Her expert advice has been featured in top financial publications such as The Wall Street Journal, Forbes, Business Insider, and Best Company.
Alexandra attended Florida Atlantic University where she received a Bachelor’s Degree with a major in Accounting, summa cum laude, and a Master’s degree in Accounting in 2009 as part of the first class of FAU's Accounting Scholars Program.
She is currently serving as a board member on the AICPA (American Institute of Certified Public Accountants) Personal Financial Planning Executive Committee. This prestigious committee is made up of 13 CPAs across the country who have shown dedication and a history of service to the CPA profession and within the personal financial planning niche, and focuses on the areas of professional standards, ethics, and integrity as well as on the fiduciary responsibilities of CPA financial planners.
Alexandra has been involved with the profession by serving on the Young CPA board of the Florida Institute of Certified Public Accountants (FICPA), and has served as a board member and past President of the local Atlantic Chapter of the FICPA. She is also a current board member of the Greater Boca Raton Estate Planning Council and a member of the National Association of Personal Financial Advisors (NAPFA).
Alexandra is a South Florida native, and currently resides in Boca Raton with her husband, Matthew, their son, Joshua, and their Australian Labradoodle, Parker. Alexandra finds her sense of community through her involvement with the Boca Raton Toastmasters, where she works on her public speaking and leadership skills and has served as the VP of Education and President of her local club. Her favorite event is competing in the annual Humorous Speech Contest, where during the 2020-21 season she placed 1st place at the club, area and division levels, and 3rd place at the district level.
Mark Miclean, CPA/PFS
Mark is Vice President of Investment Advisory Professionals, LLC (IAP). His duties include client service, marketing, and serving on the Investment Committee of IAP. Mark resides in West Palm Beach, Florida, where he also operates an independent CPA practice.
Mark graduated from Florida Atlantic University with a Bachelor’s degree in Accounting in 1978 and an MBA in 1987. He is a member of the American and Florida Institute of CPAs. He has served as a past Board Member for the West Palm Beach Kiwanis Scholarship Foundation and past Treasurer of the Lake Worth Florida Youth League. He also served on the Finance Committee for Bear Lakes Country Club for many years.
Mark enjoys getting outside whenever he can! He and his wife, Patricia, love golf, traveling, and spending time with their two grown children, Amy and Matthew, and their grandchildren.