Financial organizations have the vital responsibility of facilitating prosperity. Virtually all individuals, businesses and nonprofit organizations depend on financial service organizations to advance their economic welfare. However, organizations within the financial services industry face a wide range of fiscal and operational challenges, including increasing competition, constantly evolving technology trends and fluctuating stock and bond markets. They also face a unique set of accountability requirements to ensure regulatory compliance.

For all these reasons and more, financial service providers must be agile and prepared to pivot when necessary. They need and deserve a knowledgeable team of professionals to help them navigate these challenges and ensure their continued growth and success, as well as that of their clients. Financial service organizations can trust the accounting, tax and consulting professionals at Brown Plus to provide comprehensive assurance and advisory services.

What Types of Financial Service Organizations Do We Serve?

We are proud to serve clients across many major types of financial service organizations, including, but not limited to:

  • Asset management companies
  • Financial planners
  • Investment advisory firms
  • Private equity firms
  • Private funds
  • Wealth advisors

What Services Do We Provide for Financial Service Organizations?

Brown Plus provides the following services to organizations within the financial services sector:

Why Should Financial Service Organizations Choose Brown Plus as a Trusted Advisor?

At Brown Plus, we have industry-specific knowledge and professionals with longstanding experience serving clients in the financial services sector. We understand the unique pressures and challenges that financial service organizations face in ever-fluctuating market economies. Our clients are our top priority, so we pay attention to building strong relationships and actively listening to their needs and concerns.

With an established track record of success with financial service organizations, our advisors are well-equipped help you face your obstacles, putting your challenges into context and providing clarity for your accounting and business decision making. You can rely on us to serve as your trusted advisor and partner for all your audit, tax and business advisory needs to come.

No matter your financial organization’s needs, the highly experienced professionals at Brown Plus are dedicated to providing strategic services to fortify your foundation for sustainable success. Contact us today!

Our Locations

Brown Plus provides services nationwide with a concentration of clients in the Mid-Atlantic region. Our offices are located throughout Pennsylvania and Maryland.