The new firm is a cooperative venture between
"We're seeing real synergy emerge from the alignment of a dynamic wealth management practice in conjunction with the unique insights and security delivered by a proven CPA firm," said Roman. "MGO brings national expertise in tax, business management and risk management that allows us to provide a true holistic approach to client service."
Roman suggests that a key differentiator of the new firm will be highly personalized service rooted in proven tools, technologies and investment practices - something he calls "the discipline of wealth management."
Founded in 1987,
MGO is consistently named one of the Top 100 CPA & Advisory firms in the country by Accounting Today and Inside Public Accounting. In 2016, the firm was named the third fastest growing firm on IPA Top 100 – and received the "Best of Accounting" designation in Client Satisfaction by the independent research firm, Inavero.
News distributed by PR Newswire iReach: https://ireach.prnewswire.com