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Lurie Wealth Advisors to Join Forces with EisnerAmper

Lurie Wealth Advisors to Join Forces with EisnerAmper

PRESS RELEASE

Lurie Wealth Advisors proudly joins EisnerAmper

 

Global business advisory firm EisnerAmper announced that the partners and colleagues of Minneapolis-based accounting and advisory firm Lurie Wealth Advisors will be joining EisnerAmper's wealth management business in a transaction anticipated to close in September of 2022.

“We are thrilled to join EisnerAmper,” said Beth Kieffer Leonard, Lurie Managing Partner. “We see the world the same way – in how we serve clients, provide opportunities for our people and how we give back to our community. Additionally, our culture of innovation and our values align perfectly. This combination will provide our clients and the business community that we serve with greater resources that accelerate growth and opportunity, today and into the future.”

Founded in 1940, Lurie is a different kind of accounting firm, made great by exceptional talent and fueled by an entrepreneurial spirit driven to serve its community. Lurie Wealth Advisors was named to the “Top Firms by AUM” list for 2022 by Accounting Today.

Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms, commented, “The joining of these two forward-thinking firms creates a powerful combination. EisnerAmper has traditionally been known as a powerhouse on the east coast and, with the addition of Lurie, takes a huge step toward establishing a flagship presence in the Midwest.”

“We have respected Lurie for many years now,” said Jay Weinstein, EisnerAmper Vice Chair of Industries and Markets. “By supporting startups, accelerators, and organizations that support underserved groups, they don’t just get involved in their communities; they get invested. Adding these talented professionals to our cause is a real win for EisnerAmper, and an even bigger win for our clients. We warmly welcome Team Lurie to EisnerAmper.”

 

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About EisnerAmper
EisnerAmper, one of the largest business consulting firms in the world, is comprised of EisnerAmper LLP, a licensed independent CPA firm that provides client attest services; and Eisner Advisory Group LLC, an alternative practice structure that provides business advisory and non-attest services in accordance with all applicable laws, regulations, standards and codes of conduct. Clients are in all business sectors and leverage a complete menu of service offerings. Our combined entities include approximately 250 partners and 2,750-plus employees. For more information, please visit eisneramper.com, and be sure to follow us on Twitter and LinkedIn.

 

About Lurie LLP
Lurie was founded by entrepreneurs who sought to serve their community as a partner for growth. With more than 200 employees and offices in Minnesota and Florida, the firm provides fresh thinking and collaborative solutions in accounting, advisory, audit, tax, and wealth management. Lurie is a leading CPA and advisory firm in various industries, including healthcare, startups, technology and more. In joining with EisnerAmper, Lurie continues its 80+ year commitment to helping businesses thrive from startup through succession.

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Lurie Wealth Advisors Named to Accounting Today’s Top Firms by AUM 2022 List

Lurie Wealth Advisors was recently named to Accounting Today’s annual list of the top 150 CPA Firms by assets under management (AUM), a ranking of leading CPA firms that provide financial planning and wealth management services.

For the past 16 years, Accounting Today has been compiling the list of leading CPA-affiliated wealth management firms by AUM in the United States. Per Accounting Today, this year’s Top 150 collectively reported managing $240 billion in client assets, a major leap from last year’s $206 billion, which was itself a huge jump from $136 billion the year before that.

To view the Top Firms by AUM 2022 list, click here

 

 

About Lurie Wealth Advisors, LLC
Lurie Wealth Advisors, LLC provides integrated wealth management and financial solutions, including investment advisory, consulting, financial planning, and other wealth management services to business owners, executives, and their families. Lurie Wealth Advisors, LLC's parent company, is Lurie, LLP. To learn more, visit www.luriewealthadvisors.com.
 
About Lurie, LLP
Founded in 1940, Lurie, LLP is a prominent CPA & Advisory firm providing accounting, audit, tax planning, transaction advisory, retirement planning services, and wealth management to privately held and family businesses, as well as individuals. With more than 160 employees, offices in Minnesota and Southwest Florida, and membership in Moore Stephens North America, Lurie can serve clients across the United States and hundreds of countries worldwide. To learn more, visit: www.LurieLLP.com or follow on LinkedIn: @Lurie LLP.
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Part Time Executive Assistant/Project Coordinator



NEW!  Lurie Wealth Advisors, LLC (LWA) is seeking a part time Executive Assistant/Project Coordinator who will support our president and provide additional sales support for our team such as scheduling, client hospitality, meeting planning, and preparing reports. This position will require the utmost professionalism, confidentiality, courtesy, service mind-set, technology capabilities and multitasking abilities. For more information, click here to view the full job description.

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Lurie Wealth Advisors President Receives Five Star Professional Wealth Manager Award

Lurie Wealth Advisors President Receives Five Star Professional Wealth Manager Award

 Lurie Wealth Advisors would like to announce that our President, Michele Martin, has been named a 2021 Five Star Professional Wealth Manager. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets.

To celebrate this award, Michele has been featured in Mpls/St. Paul Magazine and MN Monthly, and will appear in the Wall Street Journal later this January.

Five Star Professional undertakes a thorough research process to identify its award winners, so our clients can rest assured they are building a relationship with an experienced wealth manager with a proven track record of excellence. Candidates for the award are judged on ten objective eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include: Industry credentials, experience and assets under management, number of households served, among other factors.

All of us at Lurie Wealth Advisors want to thank you, our clients, for the trust you’ve placed in us throughout the years!  This award would not be possible without all of your support.

 

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been Five Star Wealth Manager Award Usage Guidelines subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

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Lurie Wealth Advisors profiled by Kiplinger

"Easy access to seasoned financial experts who understand your industry and who have the resources to help you reach your goals may be hard to quantify, but it is impossible to overstate."

In a recent profile by Kiplinger, Michele Martin, President of Lurie Wealth Advisors, opens up about how independence and originality guide its approach to helping business owners strategically fulfill their dreams.

"For entrepreneurs, the line between business and personal interests is blurry, so close, personal and  long-term relationships are critical."

 Read the full article here: https://www.kiplinger.com/basic-page/601377/entrepreneurs-move-into-your-financial-future-with-eyes-wide-open

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Disclosures

Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Management. Lurie Wealth Advisors, DAI Securities LLC, and AdvisorNet Wealth Management are separate and unaffiliated entities.

Contact Us

Lurie Wealth Advisors, LLC
2501 Wayzata Boulevard
Minneapolis, MN 55405

Phone: 612-381-8750
Fax: 612-381-6250
Email: LWA@luriewealthadvisors.com