Andrew Ellis (CFA®, CFP, CPA)
Andrew Ellis focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I provide tax planning and tax return preparation in connection with a team of financial planners at Patriot Investment Management.
After a full career of preparing income tax returns for investors, my time is now split between Patriot and my private CPA practice.
Financial planning for Patriot clients is designed in accordance with the most current tax environment, and continually updated based upon tax return preparation every year. The tax ramifications of all trading and investment decisions are subject to my advance approval.
For this reason, I am no longer able to accept new clients for my private tax practice. I have grown weary of attempting to correct mistakes made by other advisors and by individual investors themselves. I know all of the mistakes that investors can make, because I see them each spring on their tax returns.
What seems simple to me has become increasingly difficult to articulate to my tax-only clients and their outside advisors. My work is best suited for clients who prefer to let their CPA make the investing decisions.
The foundation of CPA is training is having your work reviewed by the CPA overseeing your work. To this end, you are constantly forced to explain why your work is done correctly or done the “best” way possible. This training has spilled over into my investment management work. My clients have confidence they are receiving the “best” advice available when it comes to all areas of personal finance.
Additional Information
I provide tax planning and tax return preparation in connection with a team of financial planners at Patriot Investment Management.
After a full career of preparing income tax returns for investors, my time is now split between Patriot and my private CPA practice.
Financial planning for Patriot clients is designed in accordance with the most current tax environment, and continually updated based upon tax return preparation every year. The tax ramifications of all trading and investment decisions are subject to my advance approval.
For this reason, I am no longer able to accept new clients for my private tax practice. I have grown weary of attempting to correct mistakes made by other advisors and by individual investors themselves. I know all of the mistakes that investors can make, because I see them each spring on their tax returns.
What seems simple to me has become increasingly difficult to articulate to my tax-only clients and their outside advisors. My work is best suited for clients who prefer to let their CPA make the investing decisions.
The foundation of CPA is training is having your work reviewed by the CPA overseeing your work. To this end, you are constantly forced to explain why your work is done correctly or done the “best” way possible. This training has spilled over into my investment management work. My clients have confidence they are receiving the “best” advice available when it comes to all areas of personal finance.
NAPFA Start Date
November 16, 2015