Windham Brannon Announces Separation From Windham Brannon Financial Group

Only Atlanta-Based Regional CPA Firm with No Competing Wealth Management Business Unit

Apr 21, 2014, 13:31 ET from Windham Brannon

ATLANTA, April 21, 2014 /PRNewswire/ -- Windham Brannon, a leading provider of tax, audit, accounting and advisory services, has announced an ownership separation from Windham Brannon Financial Group. The separation positions Windham Brannon as the only Atlanta-based regional CPA firm without a competing Wealth Management business unit.

Windham Brannon Financial Group, a financial planning and wealth management firm, is being rebranded and moving to new office space at 3630 Peachtree Road NE. The company will retain its team of financial experts.

"That we have eliminated any perception of conflict of interest is important to our fundamental commitment to serving clients," said David Kloess, president & CEO, Windham Brannon. "We aim to deliver the very best accounting and business advisory services, which our clients have grown to expect and respect. We will continue building a strong network of business partners who are able to address other client needs such as investment and legal counsel. Separating from investment planning allows us to remain true to the fundamentals upon which we were founded. We've enjoyed a very successful relationship with the Windham Brannon Financial team, and will continue to work closely with them to serve our mutual clients." 

"Our relationship with Windham Brannon has been extremely successful dating back to 1999," said James Heard, President & CEO, Windham Brannon Financial Group. "This has been a great success story for both firms, and we are excited about the prospects and opportunities that lie ahead."

About Windham Brannon

Windham Brannon is a recognized leader in providing audit, tax, accounting and advisory services for businesses, not-for-profits and high net-worth individuals. While the firm's technical expertise is second to none, Windham Brannon offers clients so much more. Clients find a more proactive approach, more attention to their priorities and more investment in their relationship to ensure needs are anticipated—and met with confidence. Windham Brannon takes pride in the fact that it is re-defining the role of the typical CPA firm. Since 1957, the firm has been providing each client with exceptional proficiency, but also the personalized level of service delivered by a strong team that is driven, resourceful and well connected. Visit to find out how Windham Brannon is committed to offering more.

SOURCE Windham Brannon