Moss Adams launches growth strategy with its first RIA acquisition in a decade
Former consultants put their experience to work to build wealth management division
DeVon Williams Daniels
I have been in the financial services industry with my husband for over 33 years. In 2001 we formed a new RIA, Daniels + Tansey, LLP. We have an affliated Accounting Firm(Tansey). In August of 2008 we brought a team of investment management professionals inside the firm to round our our financial ensemble. Our struggle at this point is valuation and variable compensation. The multiple for accounting firms is different than asset management firm. Any suggestions on valuation strategies, or VC strategies would very helpful.
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Moss Adams
Consulting Firm
Top Executive: Rebecca Pomering
