Ridgefield, CT – – May 13, 2026 – –

We are pleased to announce that our Founder and Partner, James Osborn, CPWA®, has earned the Enrolled Agent (EA) designation, the highest credential the Internal Revenue Service (IRS) awards to tax professionals in private practice. This designation represents our deepening commitment to providing fully integrated tax strategies, financial planning, and investment management services to our clients.

The Enrolled Agent designation is granted exclusively by the IRS and confers unlimited practice rights before the agency. Candidates must demonstrate mastery of individual and business taxation by passing a rigorous three-part Special Enrollment Examination and fulfill ongoing continuing education requirements to maintain the credential.

Said James, “Tax strategy is not just a service we layer on top of financial planning; it runs through many of the decisions we make with our clients. Earning the EA designation allows me to bring a deeper level of tax expertise directly to their wealth management plans. It’s not just about optimizing a Roth conversion strategy or coordinating an investment portfolio around tax efficiency, it’s also about managing the year-round tax decisions that affect people’s financial lives in the short and long term. This credential means our clients have an integrated team working across their entire financial picture.”

The EA designation complements James’s existing CPWA® certification, which focuses on the complex wealth management needs of high-net-worth individuals and families. Combined with Partner Karen Ogden’s CFP® credentials – spanning cash flow, retirement, insurance, estate, and education planning – EnvestAM now brings heightened tax strategy, advanced wealth management, and comprehensive financial planning together under one fiduciary roof.

As a fee-only fiduciary, whether its tax, investment, or financial planning, EnvestAM recommendations always have the client’s best interest in mind. The EA designation further strengthens this integrated approach for clients navigating complex tax situations alongside their broader financial and sustainability goals.

For more information contact: James Osborn at 516-521-7898 or james.osborn@envestam.com

www.envestam.com

About Envest Asset Management, LLC

Independent, fiduciary, fee-only, relationship driven – EnvestAM provides financial planning and investment management to individuals, families, small businesses, and non-profits focused on Socially Responsible and Sustainable investments. Its partners have over 50 years of combined experience in sustainability, finance. EnvestAM is a Certified B Corp and 1% for the Planet member. The firm has offices in Ridgefield, CT and Dorset, VT, and provides virtual services for clients across the US.