We provide customized solutions to your complex portfolios to make them simple to understand and navigate.
Not your average accounting consultancy; we specialize in high net worth individuals.
Preserve wealth across generations so you and your family can rest knowing your financial future is safe.
We develop personal relationships and give you individual attention that focuses on your unique needs.
Conner & Associates is a boutique accounting firm that specializes in working with high net worth individuals and families. We provide each client and family a high level of personal service and offer a level of focus and expertise that is typically only found when working with much larger firms.
Most Conner & Associate clients come to us because they have non-traditional and complex income streams from areas like family businesses, investment income, or trusts and estates, all of which require us to understand more than just their tax situation, but their investment, financial planning, and estate plans as well. We also have the experience and expertise to handle unique estate situations with unique assets like rare artwork, diverse real estate holdings, or even aircraft.
With more than 75 years of experience among us, the Conner & Associates team has experience handling any number of complex and challenging tax situations. We take great pride in our ability to find effective solutions for all of our clients’ individual, family, and family business accounting and tax needs.
As part of our commitment to better serve our clients and understand every aspect of their complicated portfolios, we have invested in high-end tax and accounting software typically found only at large institutional accounting firms. Although significant in dollars, we believe this investment is the least we can do to ensure our ability to serve our clients in the most effective manner possible.
At Conner & Associates, we believe it is possible to provide clients with the experience, resources, and expertise found at larger firms, but with the personal attention, service, and relationships found at a boutique provider.