REDW Advisors & CPAs has acquired Hatcher Financial to strengthen its tax and wealth management services in the US state of Arizona.
The integration of Hatcher Financial into REDW’s Phoenix office increased the team to 114 members and nearly 350 across its broader network.
REDW Advisors & CPAs chief operating officer Kerry Prine said: “For the past several years, REDW has undergone a seismic shift in its business model by creating partnerships, acquiring key talent, and investing in technology that allows us to approach our clients’ needs in a more holistic way.
“Today, as a full-service advisory firm, our focus is to continue to excel at traditional tax and accounting functions, but also to offer a wide array of services to complement them.”
The acquisition brings Hatcher Financial’s expertise in tax and accounting services into the fold, alongside a suite of wealth management and financial planning services.
These will now be part of REDW Wealth LLC, an investment advisory firm and subsidiary of REDW Advisors & CPAs, which boasts over $1bn in assets under management.
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By GlobalDataHatcher Financial founder, director of financial planning Douglas M Hatcher said: “Since founding Hatcher Financial in 2015, we have applied a disciplined approach, blending wealth management and tax planning, guiding businesses as well as individuals across a wide variety of areas, uncovering unnecessary risks and ensuring that opportunities aren’t missed.
“Our team has over 100 years of combined financial services, accounting and tax expertise, and provides innovative, tax-optimized wealth management solutions. We are looking forward to expanding our efforts through this opportunity with REDW.”
REDW is engaged in providing comprehensive advisory services and expertise across various industries, including cybersecurity, business valuation, transaction advisory, among others.
The firm also offers services to Tribal communities nationwide, with a portfolio that spans from human resources consulting to outsourced chief financial officer services.
In 2023, REDW established its first Pacific Northwest office through the acquisition of Oregon-based tax and accounting firm Grove, Mueller & Swank, and expanded its Phoenix operations in 2022 by acquiring Edwards, Largay, Mihaylo & Co., a tax and accounting firm.
