OUR Story

Alexander Advisors - Our People

OUR Firm

Alexander Advisors is an accounting and financial advisory firm that has been serving citizens and business owners of Harvard, Massachusetts and the surrounding communities for close to 30 years. We are one of the leading firms in the area due to our dedication to service, professionalism, responsiveness and quality.

OUR Value

Our firm works with individuals, families and businesses in pursuit of financial independence and peace of mind. It’s that simple.

Our knowledge as CPAs and financial advisors provides a comprehensive resource of skills that allows us to advise clients in all financial situations and decisions. This professional experience, paired with a commitment to service and our three principles of professionalism, responsiveness and quality translates into a truly unique relationship with our clients.

Professionalism:
Your experience starts with our professionalism, and it’s this principle that speaks to the core of the value we provide to clients. Our commitment to ongoing professional education and specialty in a number of financial disciplines is the foundation for establishing value, credibility and ultimately, respect with clients.

Responsiveness:
Our size and broad skill set puts our firm in a unique position to work with a diverse group of clients.  We’re concentrated on enriching the lives and businesses of our clients, and trying to find new ways we can “stay small” and deepen relationships.  With that being said, we have built professional relationships and have access to innovative resources that give clients access to products and research from distinguished financial minds.  Our focus on putting our clients first ensures that individuals, small and large businesses and other agencies can rely on quick, competent advice from our knowledgeable team.

Quality:
CPAs and accounting firms are held to a higher quality of care standard for clients than almost any other financial professional. Accordingly, our firm’s reputation reflects the high standards our profession and our clients’ demand of us. Additionally, our approach to planning provides our clients with high quality, tax-centric advice that takes into account all of the pieces of your tax, estate or investment plan.

David Alexander

OUR People

David Alexander, CPA/PFS, CFP®

  • Founder
  • Financial Advisor

David is the founder and Principal of Alexander Advisors, LLC. He has provided tax, business consulting and wealth management services to

a diverse group of clients for closer to 30 years. Dave lives in Groton, Massachusetts with his wife Lucy and two children. He is active in a number of community activities including coaching Groton Youth Soccer.

Check the background of this investment professional on FINRA’s BrokerCheck.

Insurance services offered through 1st Global Insurance Services, Inc.