RubinBrown announced Tuesday it has merged with Goltermann & Associates, expanding the firm’s wealth advisory service in Clayton and St. Louis.
Greg and Joe Goltermann and their staff at Goltermann & Associates have merged into the Clayton office of RubinBrown, the nation’s 46th largest accounting and business consulting firm, located at 1 N Brentwood Blvd #1100 in Clayton.
The firm has been providing wealth advisory services since 2002 and offering tax preparation, assurance and consulting services for more than 60 years.
Goltermann & Associates has supplied accounting, tax and advisory services to families and entrepreneurial businesses in the St. Louis area for more than 30 years.
“Similar to RubinBrown, Goltermann & Associates has a long-standing, reputable history in the St. Louis community and values strong client relationships,” RubinBrown chairman John F. Herber, Jr. said in a statement. “With the combination of our firms, clients will continue to receive superior service and individual attention to their specific needs, while also benefiting from RubinBrown’s more robust resources and integrated financial planning process.”
Financial terms of the deal were not disclosed.
RubinBrown reported $91 million in annual revenue. Goltermann declined to report its annual revenue. RubinBrown has 679 team members and 115 partners, while Goltermann has four team members and two partners.
Last year, RubinBrown expanded to Chicago by merging with FLS Group and to Las Vegas by combining with Stewart Archibald & Barney.