Investment Review in Athens, GA

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A young boy is sitting in the driver 's seat of a convertible car.

Objective Reviews for Smarter Investing

Evaluations You Can Trust

Your portfolio deserves a second opinion. Collins/Moody CPAs provide investment review services for Athens-area clients, giving you a clear, unbiased look at how your investments align with your goals. As fiduciary advisors and CPAs, we evaluate not just performance, but also tax efficiency and long-term suitability.

Focused on What Matters Most

Portfolio Diversification Analysis

Risk vs. Return Evaluation

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Tax Efficiency Review

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Fee and Cost Analysis

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Alignment with Retirement and Life Goals

How We Help Athens Investors

We don’t sell products or push commissions. Instead, our reviews provide clarity, pointing out strengths, gaps, and opportunities in your current investment strategy. By combining financial insight with CPA-level tax expertise, we give you actionable recommendations you can trust.

Proudly serving investors in Athens and nearby areas like Bogart, Watkinsville, Commerce County, Danielsville, and Jefferson.

Services That Provide Clarity

Diversification Check

Ensuring your portfolio is balanced across asset classes.

Risk Assessment

Evaluating whether your portfolio matches your comfort level.

Tax-Smart Insights

Identifying ways to reduce tax impact.

Fee Review

Highlighting hidden costs or unnecessary expenses.

Actionable Recommendations

Guidance you can take to your current advisor or implement with us.

FAQ

  • How often should investments be reviewed?

    A review is a CPA service where your financial statements are analyzed and checked for consistency. It provides limited assurance to lenders and investors without the depth or cost of a full audit.

  • Can you coordinate investment reviews with my tax planning?

    Yes. Our CPAs represent clients before the IRS and Georgia Department of Revenue. We’ll review your notice, explain what it means, and respond directly on your behalf to resolve the issue.

  • What if I don’t have an advisor?

    No problem. We can provide recommendations and help you understand options, whether you continue with us or another trusted advisor.

See Your Investments in a New Light

Our Athens CPAs provide independent investment reviews that prioritize your goals, not commissions.