CPA and Financial Advisor in Jefferson City, MO
We can help you achieve your goals through
evidence-based investing.
Bert Doerhoff CPA
What is your purpose in life?
- How do you enjoy spending your time?
- What do you want to accomplish?
- How do you want to make a difference in other’s lives?
- How do you want to be remembered?
At Aura Wealth Advisors, asking questions like these is at the heart of our work.
It’s how we get to know who you are and what matters most to you. Once we have that depth of understanding, we can apply our knowledge and experience to help you achieve your goals.
Our principal, Bert Doerhoff, is a registered investment advisor. As a certified public accountant (CPA), he brings expertise in not only building and preserving wealth but also addressing tax-related issues.
Our CPA and financial advisor’s investment recommendations are grounded in science and tailored to meet your particular needs.
Hear about our purpose.
Our Goals
Our Core Values
As fiduciary financial advisors, we are committed to helping you–whether it’s planning for retirement or growing your assets, we are here to help.
Serving Jefferson City, Missouri for over 20 years.
Aura Wealth Advisors was established in 2000. Operating from Southwest
Boulevard, we help clients from Jefferson City, Missouri and across the US.
Wealth Management Resources
There’s a wide range of fees charged by financial advisors. Here’s what you need to know about financial advisor costs.
There are now even more compelling reasons to consider funding certain expenses with a 529 plan. Here’s how you can take advantage of it.
Here’s a summary of SECURE 2.0 benefits. Savvy employees can use this information to help secure their retirement.