AccountantFinancial Advisor

    Alex Jankowski, CPA, CFP®

    Accountant

    Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® based in PA but serving clients nationwide. I provide tax prep & advisory, as well as holistic financial planning services.

    Phoenixville, Pennsylvania1 employee$0+ income; $0+ revenue; $0+ investable assets minimum

    About Alex

    Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® based in Phoenixville, PA but serving clients nationwide. I help businesses and families navigate complex tax & estate issues so they can accelerate their wealth-building journey & transfer their wealth to the next generation efficiently. As both a CPA and CFP®, I focus on strategies that go far beyond investment management. Tax planning, estate structuring, retirement income optimization, and multigenerational wealth transfer are at the core of my practice. Taxes will likely be your largest lifetime expense. Therefore, having an advisor that understands your tax situation is critical. Knowing this, I help clients reduce lifetime taxes, avoid costly estate mistakes, and organize their financial lives so that everything works together.

    Services offered

    Asset AllocationBookkeepingBusiness Tax PreparationCash Flow PlanningCharitable GivingDebt ManagementEducation PlanningEstate PlanningFinancial PlanningIndividual Tax PreparationInvestment ManagementPortfolio ManagementRetirement PlanningSocial Security PlanningTax Planning & StrategyTax PreparationWealth Management

    Client specialties

    RetireesSMB OwnersSolopreneursBusiness ExecutivesProfessors & EducatorsHigh Net Worth IndividualsBusiness Owners/EntrepreneursPre-Retirees (5-10 years out)Ultra High Net Worth IndividualsHENRY (High Earners Not Rich Yet)

    Software & tools

    Drake TaxGoogle WorkspaceMicrosoft TeamsRightCapital

    Pricing

    Individual Tax Preparation — $400–$2,000 one-time: Individual Federal, State and Local (if applicable) tax preparation. Business (S Corp, Partnership, C Corp) quoted separately. || Ongoing Financial Planning & Investment Management — 0.3%–1% of AUM: Assets managed by the advisor under an AUM fee schedule. With this, client receives full service financial planning year-round which includes tax planning, retirement planning, estate planning, cash flow management, etc. || Project Based Financial Planning — $500–$15,000 one-time: One-time financial planning engagement which includes current investment review & recommendations, tax analysis, retirement plan report, and general financial advice over the client's situation.

    3 packages · 0.3%–1% of AUM

    Minimums: $0+ income; $0+ revenue; $0+ investable assets