Our Clients by Industry
Administration 1.2%
Advertising & Marketing 1.8%
Agri-Related 3.5%
Arts & Entertainment 1.8%
Construction 2.9%
Education 2.6%
Financial 16.7%
Food Services 0.9%
General Business 15.2%
Government 0.6%
Human Resources 2.9%
Individuals 5.0%
Legal 10.2%
Manufacturing 2.6%
Medical 14.3%
Real Estate & Property Management 2.3%
Retail 0.6%
Services 7.0%
Technology 4.1%
Utilities & Natural Resources 3.8%
Over the years we are thrilled to have worked with hundreds of clients and thousands of their advisors. They are located in 35 states (plus Canada and the American Virgin Islands), and their businesses are in all industry sectors. We nurture a spirit of teamwork with their financial advisors, tax preparers, and attorneys. Building strong relationships is a high priority as we work to exceed expectations. Please take a moment in our Testimonials section to read a sampling of feedback we have received.
Our Clients by Location
