We serve upwardly mobile small and mid-market corporations, partnerships, professional practices and firms, not-for-profit organizations and a roster of successful high net worth executives and entrepreneurs.
We serve clients throughout the United States, and we have international clients with employees in several continents.
Our clients represent all different types of industries including:
Medicine
Law
Construction
Mortgage
Accounting
Banking
Transportation
Retail
Manufacturing
Technology
Consulting
Production
75% of our clients have between 50 and 500 employees. However, we have many clients with fewer than 5 employees (some even just sole practitioners) as well as clients with 5000+ employees across several continents.