Windham Brannon – a tax, audit, accounting and advisory services provider – has separated ownership from Windham Brannon Financial Group.
Post division, Windham Brannon will become the only Atlanta-based regional CPA firm without a rival wealth management business unit.
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Following separation, the financial planning and wealth management firm Windham Brannon Financial Group will rebrand its operation and relocate to new office space at 3630 Peachtree Road NE. The firm will retain its team of financial experts.
Windham Brannon president & CEO David Kloess said, "That we have eliminated any perception of conflict of interest is important to our fundamental commitment to serving clients."
"We aim to deliver the very best accounting and business advisory services, which our clients have grown to expect and respect.Separating from investment planning allows us to remain true to the fundamentals upon which we were founded," Kloess added.
Windham Brannon offers audit, tax, accounting and advisory services for businesses, not-for-profits and high net-worth individuals.
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