{"id":173420,"date":"2023-01-09T15:12:57","date_gmt":"2023-01-09T22:12:57","guid":{"rendered":"https:\/\/inbusinessphx.com\/?p=173420"},"modified":"2023-01-09T15:12:57","modified_gmt":"2023-01-09T22:12:57","slug":"cpa-firm-expands-to-include-wealth-management-and-estate-planning-through-merger","status":"publish","type":"post","link":"https:\/\/staging.inbusinessphx.com\/?p=173420","title":{"rendered":"CPA Firm Expands to Include Wealth Management and Estate Planning through Merger"},"content":{"rendered":"<p class=\"paragraph\" style=\"margin: 0in; vertical-align: baseline;\"><span class=\"normaltextrun\"><span style=\"font-size: 12.0pt; color: black;\">Dietrich &amp; Associates CPAs, a traditional tax and accounting firm, has merged with Burnett Advisors to expand its offerings and meet clients\u2019 growth and financial needs.<\/span><\/span><span class=\"eop\"><span style=\"font-size: 12.0pt; color: black;\">\u00a0<\/span><\/span><\/p>\n<p class=\"paragraph\" style=\"margin: 0in; vertical-align: baseline;\"><span style=\"font-size: 9.0pt; font-family: 'Segoe UI',sans-serif;\">\u00a0<\/span><\/p>\n<p class=\"paragraph\" style=\"margin: 0in; vertical-align: baseline; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; white-space: pre-wrap; font-kerning: none;\"><span class=\"normaltextrun\"><span style=\"font-size: 12.0pt; color: black;\">The firm, now called Burnett Advisors, offers wealth management, estate planning, tax and accounting services.<\/span><\/span><span class=\"eop\"><span style=\"font-size: 12.0pt; color: black;\">\u00a0<\/span><\/span><\/p>\n<p class=\"paragraph\" style=\"margin: 0in; vertical-align: baseline;\"><span style=\"font-size: 9.0pt; font-family: 'Segoe UI',sans-serif;\">\u00a0<\/span><\/p>\n<p class=\"paragraph\" style=\"margin: 0in; vertical-align: baseline; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; white-space: pre-wrap; font-kerning: none;\"><span class=\"normaltextrun\"><span style=\"font-size: 12.0pt; color: black;\">\u201cPartnering with Burnett Advisors helps us provide more value to our clients with new services,\u201d said Glenn Dietrich. \u201cOur one-stop shop offers clients a coordinated, cohesive approach to protecting and growing their wealth.\u201d\u00a0<\/span><\/span><span class=\"eop\"><span style=\"font-size: 12.0pt; color: black;\">\u00a0<\/span><\/span><\/p>\n<p class=\"paragraph\" style=\"margin: 0in; vertical-align: baseline;\"><span style=\"font-size: 9.0pt; font-family: 'Segoe UI',sans-serif;\">\u00a0<\/span><\/p>\n<p class=\"paragraph\" style=\"margin: 0in; vertical-align: baseline; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; white-space: pre-wrap; font-kerning: none;\"><span class=\"normaltextrun\"><span style=\"font-size: 12.0pt; color: black;\">CEO &amp; Team Leadership Director Kevin Burnett said the merged company will bring more value to its clients.<\/span><\/span><span class=\"eop\"><span style=\"font-size: 12.0pt; color: black;\">\u00a0<\/span><\/span><\/p>\n<p class=\"paragraph\" style=\"margin: 0in; vertical-align: baseline;\"><span style=\"font-size: 9.0pt; font-family: 'Segoe UI',sans-serif;\">\u00a0<\/span><\/p>\n<p class=\"paragraph\" style=\"margin: 0in; vertical-align: baseline; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow-wrap: break-word; white-space: pre-wrap; font-kerning: none;\"><span class=\"normaltextrun\"><span style=\"font-size: 12.0pt; color: black;\">\u201cGlenn and his team are a great fit for our organization because we share a client-first mentality,\u201d Burnett said. \u201cTogether, we\u2019re elevating the client experience with new services and the latest technology, training, tools, and resources available in our industry. We can\u2019t wait to help clients reach their financial goals.\u201d<\/span><\/span><span class=\"eop\"><span style=\"font-size: 12.0pt; color: black;\">\u00a0<\/span><\/span><\/p>\n<p class=\"paragraph\" style=\"margin: 0in; vertical-align: baseline;\"><span style=\"font-size: 9.0pt; font-family: 'Segoe UI',sans-serif;\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dietrich &amp; Associates CPAs, a traditional tax and accounting firm, has merged with Burnett Advisors to expand its offerings and meet clients\u2019 growth and financial needs.\u00a0 \u00a0 The firm, now called Burnett Advisors, offers wealth management, estate planning, tax and accounting services.\u00a0 \u00a0 \u201cPartnering with Burnett Advisors helps us provide more value to our clients [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","footnotes":""},"categories":[9],"tags":[5],"class_list":["post-173420","post","type-post","status-publish","format-standard","hentry","category-accounting-operations","tag-hot-topics"],"_links":{"self":[{"href":"https:\/\/staging.inbusinessphx.com\/index.php?rest_route=\/wp\/v2\/posts\/173420","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.inbusinessphx.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/staging.inbusinessphx.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/staging.inbusinessphx.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.inbusinessphx.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=173420"}],"version-history":[{"count":0,"href":"https:\/\/staging.inbusinessphx.com\/index.php?rest_route=\/wp\/v2\/posts\/173420\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.inbusinessphx.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=173420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.inbusinessphx.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=173420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.inbusinessphx.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=173420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}