Professional Asset Strategies

Professional Asset Strategies is a CPA company located in Birmingham, Alabama and Binghamton, New York that specializes in wealth management and financial planning. As an independent advisor we serve as a fiduciary to allocate investments amongst all the accounts a customer owns. We aid to setup and maintain the appropriate asset allocation in a 401k, IRA, Roth IRA, SEP IRA and any other investment accounts. We're proud to have assisted in creating multi generational succession plans to preserve inheritance within a family.