Eide Bailly Forms Wealth Management Partnership With PE-Backed Sequoia Financial Group
CPA Practice
AUGUST 28, 2024
The firm’s tailored services include asset management, tax management, wealth transfer, asset transactions, and charitable planning to meet the challenges inherent to generational wealth. The RIA has 15 offices in nine states, mostly east of the Mississippi. Eide Bailly, the 18th largest public accounting firm in the U.S.
Let's personalize your content