RubinBrown LLP, the nation’s 46th largest accounting and business consulting firm, is joining together with St. Louis-based Goltermann & Associations, P.C. effective January 1, 2018.
The combination will allow RubinBrown to grow its specialization in both entrepreneurial and wealth advisory services, integrating partners Greg and Joe Goltermann and their team into RubinBrown’s Clayton office. John F. Herber, Jr., CPA, CGMA, chairman, RubinBrown LLP, and Greg Goltermann, CPA, partner, Goltermann & Associates made the announcement.
While always providing tax preparation, assurance and consulting services throughout the firm’s more than 60-year history, RubinBrown began providing wealth advisory services in 2002. The firm offers a wide array of wealth advisory services, including portfolio management, tax planning and preparation, personal financial consulting, cash flow planning, retirement planning, estate planning, education funding, charitable giving and family office services. Goltermann & Associates has provided accounting, tax and advisory services to families and entrepreneurial businesses in the St. Louis area for more than 30 years.
“Similar to RubinBrown, Goltermann & Associates has a long-standing, reputable history in the St. Louis community and values strong client relationships,” said Herber. “With the combination of our firms, clients will continue to receive superior service and individual attention to their specific needs, while also benefiting from RubinBrown’s more robust resources and integrated financial planning process.”
“We’re thrilled to be able to bring more services to our clients,” said Goltermann. “RubinBrown’s culture of devotion to its team and unwavering commitment to client service excellence is a perfect fit for us. We look forward to continuing to serve our clients alongside the team at RubinBrown.”