Alexander Wealth Advisors

Based in Harvard MA, David Alexander's firm, Alexander Wealth Advisors, LLC supports motivated individuals, families and businesses in their pursuit of financial independence and peace of mind through the combined experience as CPAs, CFPs and objective financial advisors.

The Firm provides comprehensive tax, investment and wealth planning strategies designed to maximize the wealth available to  clients. Partnering with Bentley Wealth Advisors has enhanced the Firm's effectiveness.

“Through our relationship with Bentley Wealth Advisors, we have effectively bridged the gap between comprehensive tax and financial planning,” says CPA and financial advisor David Alexander. “There is certain value-added expertise that only a person’s accountant can bring to the table. By offering these all-encompassing consultative services with Bentley Wealth as my partner, it has enhanced my existing relationships and helped develop new client relationships.”

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