John is a partner in Mezzasalma CPAs where he is primarily responsible for heading up the firm’s wealth management division. John started Mezzasalma Advisors in New York City in 1984. He expanded the Firm to the Monmouth County area in 1994. John specializes in developing financial strategies for physicians, business owners and high net worth individuals. He is also an expert on Income Tax savings strategies for physicians.
We are an independent Registered Investment Advisor* and professional money manager. Your actual account will be held by a major discount broker such as TD Ameritrade**, not us. We simply act as the advisor for your account. There are no investment decisions for you to make since the account is automatically managed according to your investment objectives and risk tolerance. (see below for firm brochure/legal disclosures).
*Please note that the use of the term registered investment adviser does not imply a certain level of skill or training.
**Mezzasalma Advisors and TD Ameritrade are independent and unaffiliated.