Two Pittsburgh financial advisors have merged their independent accounting, tax and investment advisory practices to form ATI Financial Services.The firm’s initials stand for accounting, taxes and investments, and are meant to reflect the core businesses of the new company, which will also provide comprehensive financial planning, insurance and other financial services.
The CPA partners, Ralph Duckworth and Tom Butler, said that they formed ATI to combine their skills and offer their clients a broader range of services. Both men hold securities and insurance licenses and will be joined by CPA Cynthia Owens.
"We had complementary, growing practices, a shared commitment to ethical and professional standards, even the same devotion to personal attention," Duckworth said in a statement. "So it was a fairly easy decision to join forces."
Butler spent 18 years with Mellon Financial Services, advising private clients in the region on investments and taxes since 2000. Duckworth, who has taught accounting and finance at Carnegie Mellon University, has had a similar practice since 2000. Owens, a former corporate controller and public accountant, has focused on tax services for individuals, small businesses, and non-profit organizations since 2003.
ATI is affiliated with Allegheny Investments, an investment management and financial planning firm that is the oldest independent securities broker-dealer in Pittsburgh.
