Accounting firm Conner Ash is offering wealth management and investment advisory services through its newly formed CA Advisory Group.
The St. Louis-based firm is partnering with Buckingham Asset Management to offer the services to clients.
Conner Ash president Howard Rosen said that CA Advisory Groups wealth management services would be based on academic evidence, which helps eliminate the potentially harmful noise delivered by Wall Street.
Our clients should expect a plan designed to capture market returns based on each individuals unique ability, willingness and need to take risk, while minimizing costs, accounting for tax management and focusing on the long term, he added.
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