“We value Windham Brannon as trusted business advisors. They have a personal interest in our business, and they have a desire to help us be more successful.”

Retired Treasurer at Global Management Consulting Firm

Financial Services

The Windham Brannon financial services practice area provides assurance, tax and business advisory services to broker-dealers, private equity groups, and funds that invest directly or via funds of funds. Our professionals understand the complex regulatory and tax issues unique to financial services firms, and are current on the regulations applicable to specific areas, such as broker-dealer securities transactions.