Meet your evolving needs with three integrated business lines in one professional services firm.

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Health Reform Resources for Providers

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Senior Living

Work with advisors who really understand your business, the senior living field, and the challenges you face in the future. CliftonLarsonAllen (CLA) provides you with a team of diverse professionals to guide you through today’s increasingly complex aging-services issues.

Who we serve

  • Assisted living facilities
  • Affordable housing
  • Continuing care retirement communities (CCRCs)
  • Home and community based services
  • Independent living facilities
  • Post-acute care providers
  • Skilled nursing facilities (SNFs)

What’s on your mind?

  • Accessing capital in a turbulent market
  • Creating operational excellence to maintain and fund current and future strategies
  • Determining whether to renovate, replace, reposition, or divest aging physical facilities
  • Responding quickly to evolving consumer trends and changing reimbursement models

A unique approach

You will develop a personal connection with a team of people dedicated exclusively to the senior living field. You’ll benefit from our original research, statistics, and techniques developed specifically for aging services providers. For more than 50 years, our professionals have offered valuable insights to organizations like yours — we are committed to helping shape the future of health care.

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Services for senior living providers 

Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.

Recommended contacts

  • Bernadette O'Toole
  • Principal
  • CLA Philadelphia Plymouth Meeting
  • Mike Slavik
  • Chief Practice Officer, Northeast
  • CLA Boston Quincy and Waltham
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