Why We Are Different
Hodge Associates creates a distinct blend of two professional disciplines. Our accounting experience and our financial services experience give clients the synergy of the firm's combined experience. Our CPAs, accountants, and CFP® professional work together with all of our clients.
Our philosophy is simple—it's not how much you make that's important, it's how much you keep that matters. Tax planning is an integral aspect of all financial strategies, regardless of the goal. At Hodge Associates taxes are not an afterthought; they are interwoven into every discussion and decision.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with the plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Fixed insurance products and services, and tax and accounting services offered by Hodge Associates, Inc. are separate and unrelated to Commonwealth.