Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Adams, Martin and Associates PA Joins CLA in Raleigh
Raleigh, North Carolina — April 29, 2016 — Adams, Martin and Associates PA will join professional services firm CliftonLarsonAllen (CLA) on May 1, 2016.
“There are many firms we could have joined, but we chose CLA because of the culture,” says Adams, Martin and Associates PA Founder Craig Adams. “Adams Martin and CLA share the belief that engaged and empowered teams deliver optimal client experiences. At the end of the day, our intent is to help those around us succeed.”
Clients want to be confident that when they need help — personally or professionally, today or in the future — CLA will bring relevant expertise. To answer that need, CLA builds its diverse team to deliver an ever-broadening spectrum of wealth advisory, outsourcing, and public accounting capabilities.
“Our strategy is simple,” says CLA Managing Partner of the Carolinas and Georgia Jen Leary. “We constantly build capabilities across our three integrated business lines so that when clients have a need, we’re right next to them, ready to help.”
Growth means CLA can do more for its clients, build and advance the best teams, work efficiently, and make a difference in the communities it serves.
“Craig and the Adams Martin team increase our presence in the market and allows us to serve the Raleigh community even more effectively,” continues Leary. “We are thrilled to come alongside them as we continue our expansion plan.”
CLA’s offices are in Midtown Raleigh in the CAPTRUST Building at North Hills, which now has expanded to include more than 30 professionals.
CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 4,500 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.