Financial Services
We understand the unique challenges that financial professionals are facing in today's dynamic business environment—challenges such as practice management, valuation, and regulatory issues.
Serving the Financial Industry
Our professional approach and in-depth knowledge of the financial services industry make Moss Adams the preferred provider of comprehensive accounting, tax, consulting, and valuation services to a wide range of financial professionals, including:
- Financial Planners
- Investment Management and Consulting Firms
- Independent Broker-Dealer Firms
- Independent Trust Companies
- Family Offices
- Wealth Management Firms
Moss Adams advisors are well known in the financial advisory profession and have been featured in a variety of publications. Rebecca Pomering, principal at Moss Adams, co-wrote Practice Made Perfect, a definitive guide to practice management of advisory firms published by Bloomberg Books in March 2005.
In addition to our other services, we conduct annual financial performance and compensation studies for the financial services industry.
Financial Services Contacts
For All Regions
Consulting Services
Philip Palaveev
Rebecca Pomering
800-243-4936
Audit and Tax Services
Scott Urquhart
206-302-6355
