Eide Bailly, a national certified public accounting and business advisory firm, is pleased to announce that Eide Bailly Financial Services became Eide Bailly Wealth on August 1, 2023.
“As we build on our purpose of elevating our clients, it’s critical that we are listening to their needs and working to offer solutions as a trusted advisor,” expressed Brad Kelley, Principal/Wealth. “Enhancing the team’s skillset and level of service allows us to better serve our clients by exceeding their expectations and providing a meaningful connection throughout their wealth journey.”
Eide Bailly Wealth is dedicated to creating a wealth-centric experience that addresses client goals as well as market trends. To better reflect this change and their emphasis on their fiduciary role, Eide Bailly Wealth has left their broker dealer and will only conduct business as a full-service registered investment advisor (RIA) moving forward.
Eide Bailly Wealth has built a strong reputation for helping business owners and high-net-worth families through significant life transitions and financial transactions. The name change encompasses Eide Bailly Wealth’s commitment to providing exceptional service to clients on their wealth journey.
Eide Bailly is a nationally recognized certified public accounting and business advisory firm committed to helping clients grow, thrive, and embrace opportunities for innovation. With over 3,300 dedicated staff members, including CPAs and business advisors, the firm helps clients gain a new perspective of what’s possible and make that vision a reality through inspired ideas and solutions. Eide Bailly’s commitment and expertise translated into a remarkable revenue of $616 million over the last year. For more information, please visit www.eidebailly.com.