WHAT INSPIRES YOU, INSPIRES US.

Wealth Planning

Inspired to plan for the future

You’ve invested yourself in your business–you have the right to be proud of those efforts.

You’ve invested yourself in your business–you have the right to be proud of those efforts.

Whether you're selling a business, inheriting wealth, planning your estate or investing assets, each process requires detailed, tedious planning. And these plans are closely dependent on each other. Wealth planning professionals can provide the guidance and comprehensive planning skills necessary to successfully manage and understand wealth.

 

When you work with Eide Bailly's wealth planning professionals, you'll be surrounded by a team of dedicated experts and the tools necessary to manage your wealth. We understand the importance of every detail, and we'll help you create a clear, concise plan so you obtain your financial, personal and charitable objectives. Our goal is simple: We want to help you achieve your dreams.

a Top 25 CPA Firm

established 1917

60 dedicated staff

29 offices, 13 states

Contact

2533

Brad M. Kelley

Principal, Director of Financial Services & Wealth Planning

701.476.8759