CPAinvest Page Financial Questionnaire Name Email Phone Thank you! Oops! Bill Traer CFP®, CPAManaging PartnerBill has over 25 years of experience as a practicing CPA with national and local CPA firms before transitioning to the financial planning and investment business in 1999. His expertise is dealing with complex tax and financial planning issues for both individuals and businesses.Full BioCPAinvest is a division of Merit Financial Advisors designed solely for CPAs who would like to add financial planning and investment management to their practice. We offer investment management including trading with our in house investment department. We also offer reporting and compliance, training, marketing and practice management assistance.We are completely independent but are associated with a Broker-dealer so you can do brokerage business as well as advisory business if you like. Our association with a large independent broker-dealer gives us access to resources and support including training, a long list of investment products including third party money managers, continuing education, account custody, performance reporting, transition assistance, and much more.Best of all - we can offer you very attractive payouts on both your RIA business and on your brokerage business. We are happy to compare our payouts to anyone else in the industry providing comparable services.We understand CPAs - Two of the three partners in Merit Financial Advisors are CPAs like yourself. We want to help you start a new investment advisory business or supercharge an existing investment business.