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David Ralph, CPA

Tax and Financial Planning Advisor

800-432-7447 ext. 623


David is a Tax and Financial Planning Advisor at Atlas Private Wealth Management. He joined the team in 2017 and brings with him over twenty-five years of tax preparation experience for corporations, partnerships, high net-worth individuals, and trusts and estates. David works closely with our small business clients and assists with the annual reviews for our financial planning clients.

David earned a bachelor’s degree in music education from Houghton College and holds a NYS CPA license. He also attends multiple courses in advanced taxation each year to further his education and to ensure that the guidance and advice he offers to our tax clients is current.

Equally at home with taxes or a keyboard, David plays in a band at his local church on Sunday mornings, and has performed with Opera Saratoga, the Glens Falls Symphony, and many local vocalists. He also enjoys country music and frequently vacations in Nashville.