Our Firm

At  Alexander Wealth Advisors, LLC,  we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Alexander Wealth Advisors, LLC comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

David B. Alexander, CPA/PFS, MST
David is the managing director of Alexander Wealth Advisors, LLC, shareholder in David B. Alexander, CPAs and a principle in Stowbrook Business Services. For over twenty years David has provided individual Financial, Tax, Estate, Investment and Small Business consulting to a diverse base of clients.
 
David is a licensed Certified Public Accountant (CPA), and has been designated a Personal Financial Specialist (PFS), by the American Institute of Certified Public Accountants. He received his Bachelor of Science degree in Accountancy and Master of Science degree in Taxation from Bentley College. David also holds Securities, Investment Advisory, and Insurance Licenses in Massachusetts.
 
David also serves his community as Chairman of the Board of Ayer Community School, Inc. and is a member of several other community boards. Locally, he has coached Youth Soccer. He lives in Groton, Massachusetts with his wife Lucy and two children.
 
Kenneth Knopf, CFP®
Ken is a Financial Advisor with Alexander Wealth Advisors, L.L.C. He has been assisting individuals and business owners to achieve their financial goals and dreams for over 15 years. He has a very broad-based background in retirement, investments, tax, estate, insurance and education planning.
 
Harold "Skip" Briggs, Jr. CPA, CFP®
Skip has more than twenty years of experience providing tax, estate, financial planning, and wealth preservation services to a wide variety of business concerns and high net worth individuals.
 
Skip has a BSBA in Accounting from Bryant University. He also holds General Securities, Investment Advisory, and Insurance licenses in Rhode Island and several other states. Previously, he served as a Tax Director at Price Waterhouse and as a Tax Partner at a local/regional firm.

He is a member of the American Institute of Certified Public Accountants, the Rhode Island Society of Certified Public Accountants, the Financial Planning Association, and the Estate Planning Council of Rhode Island. He also served terms as Treasurer and Second Vice President at Meeting Street Center and as Treasurer of the Scituate/Foster Little League.


 

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.