Advisory
Accounting Firm RubinBrown Acquires K.C.-Based Wealth Management Advisors
Wealth Management Advisors has been serving clients as a registered investment advisory firm since 1993. Wealth Management Advisors currently serves over 300 clients and supervises approximately $470 million of assets under management.
Jun. 25, 2020
RubinBrown Advisors, a wholly owned investment advisory affiliate of RubinBrown LLP, is joining forces with Kansas City-based Wealth Management Advisors Inc. John F. Herber, Jr., CPA, CGMA, chairman, RubinBrown, and Kevin S. McGrew, CPA/PFS, CFP®, CFA, president, Wealth Management Advisors jointly made the announcement.
Wealth Management Advisors has been serving clients as a registered investment advisory firm since 1993. Wealth Management Advisors currently serves over 300 clients and supervises approximately $470 million of assets under management. The newly combined firm will operate as RubinBrown Advisors and will maintain its office location in Leawood, Kansas.
Since 2002, RubinBrown Advisors has been one of the firm’s fastest growing businesses with assets under management of approximately $1.7 billion after the combination. RubinBrown is the nation’s 43rd largest accounting and business consulting firm. RubinBrown launched the subsidiary RubinBrown Advisors in 2002 to provide an integrated suite of investment advisory services and financial planning services with the same integrity and expertise that reflects the firm’s legacy of excellence.
“We are thrilled to join with RubinBrown Advisors,” said McGrew. “We have received multiple offers to join other firms over the years, but with RubinBrown Advisors, all of the boxes were checked. I have been a client of RubinBrown for many years. Our investment and client service philosophies match up and our team is able to stay together in the same location.”
“Kevin and his team have built a practice with the same ‘client first’ principles of RubinBrown. We are honored and excited to have the opportunity to work with all of the team members of Wealth Management Advisors to continue to serve clients and grow in the Kansas City market,” said Tom Tesar, CPA, CFP®, managing director of RubinBrown Advisors.
“This reflects RubinBrown’s continued commitment to growth in the investment advisory space. The more opportunities we had to meet with Kevin and his team, the more apparent it was that this was going to be a great cultural fit,” said Herber.
“This is big win for our Kansas City market,” said Todd Pleimann, CPA, CGMA, managing partner of RubinBrown’s Kansas City office. “RubinBrown has recently grown to be the 9th largest accounting firm in Kansas City. The combination of our firms’ resources further strengthens our service offerings and commitment to serving the Kansas City market.”
The combination of RubinBrown Advisors and Wealth Management Advisors Inc. was effective May 1, 2020.
Founded in 1952, RubinBrown is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships with clients. The RubinBrown name and reputation are synonymous with experience, integrity and value.
=======
RubinBrown Advisors, LLC is an SEC-registered investment advisor under the Investment Advisors Act of 1940. RubinBrown Advisors, LLC was established in 2002, and is wholly-owned by RubinBrown, LLP.