RubinBrown, one of nation’s top 50 accounting and business consulting firms, announced today the roll out of a new brand and logo for its wealth advisory services. The new brand, RubinBrown Wealth Advisors, better represents the integrated suite of services offered by the firm.
While always providing tax preparation, assurance and consulting services throughout the firm’s 60+ history, RubinBrown began providing wealth advisory services (branded as RubinBrown Wealth Management) in 2002. The firm’s wealth advisory services offered include portfolio management, tax planning and preparation, personal financial consulting, cash flow planning, retirement planning, estate planning, education funding, charitable giving, and family office services.
RubinBrown operates its portfolio management services through a wholly owned affiliate, RubinBrown Advisors. RubinBrown Advisors provides independent and objective investment advice and serves as a fiduciary to its clients. RubinBrown Advisors has $1 billion of assets under management. RubinBrown Advisors is fee based only, with no commissions or proprietary products.
“The service we provide begins with solid planning that integrates all aspects of our clients’ financial lives. The new, more robust RubinBrown Wealth Advisors brand more accurately depicts our services,” explains John Herber, Chairman of RubinBrown. “Through the powerful combination of planning, managing and advising, RubinBrown’s Wealth Advisors provide insightful guidance on our clients’ entire financial picture.”
RubinBrown Wealth Advisors will launch a new website later this summer at www.RubinBrownWealthAdvisors.com.
RubinBrown is one of the nation’s largest accounting and business consulting firms, with over 500 team members working from offices in Denver, Kansas City, Nashville and St. Louis, including an office in St. Louis’ CORTEX Innovation District. Founded in 1952, the firm’s mission is to help clients build and protect value, while at all times honoring the responsibility to serve the public interest. RubinBrown is an independent member of Baker Tilly International, a high-quality, dedicated network of 165 independent firms in 141 countries. For more information, visit www.RubinBrown.com.
RubinBrown Advisors may only transact business in any state if we are first registered, excluded or exempted from the applicable registration requirements.
Follow-up, individual responses or rendering of personalized investment advice for compensation will not be made absent compliance with applicable state registration requirements or an applicable exemption or exclusion.
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