Plante Moran

Firm Overview:

Plante Moran is the 11th largest accounting, tax, consulting firm in the country and also has the largest wealth management arm of a CPA firm in the country. Plante Moran provides personal attention and local service with a global capabilities to meet your needs at home or around the world. We have been recognized by FORTUNE magazine for an amazing 20 consecutive years as one of the nation’s 100 Best Companies to Work For which ensures you will be served by highly-engaged professionals that truly enjoy what they do.

Services and/or Products:

Plante Moran primarily serves middle market, privately held firms with specialization in the following industries: Manufacturing and Distribution, Service, Real Estate and Construction, Financial Institutions, Healthcare, Government and Education, and Not for Profit. Plante Moran’s financial services include local, state and international tax, audit and review, benefit plan audit, valuation, internal audit, forecasts and projections and much more.

Plante Moran also offers numerous consulting services in the areas of operational and process improvement, human capital (including family business services), transactions (acquisitions, due diligence), technology, strategic and global.  Different than any other CPA firm in the US, Plante Moran actually owns offices in China, Mexico, India, and Japan in lieu of working through affiliate firms in those countries.

Plante Moran also provides comprehensive wealth management services including investment advisory, tax, trust management, insurance, and real estate management services for high net worth individuals and families.  Currently Plante has over $14 billion under management.  This is the largest wealth management firm run within a CPA firm in the country.

Plante Moran has a number of publications and webinars designed to give you an edge over your competition, visit plantemoran.com and click on the subscribe button.

Past/Current Involvement with the Goering Center:

Plante Moran Partners and Associates have been involved with the Goering Center since its inception, having sponsored and attended numerous Goering Center sponsored programs and events. Additionally, we have worked with a number of our clients who have benefitted from the Goering Center Next Generation and Leadership Development programming.

Special Offer(s) for Goering Center Core Members:

Plante Moran experts welcome the opportunity to provide initial consultations free of any charge or obligation to Goering Center Core Members, including the review of prior year tax returns or financial statements.

We can also provide you with our “Personal Balance Sheet” Tool Kit to help you start a comprehensive review of your financial independence.

Contact Information:

Primary Individual Contact:

Blake Roe
Cincinnati Office Managing Partner
Blake.Roe@plantemoran.com
513-744-4749
537 E. Pete Rose Way, Suite 200
Cincinnati, Ohio 45202
http://www.plantemoran.com/about/locations/ohio/Pages/cincinnati.aspx

Year Company/Firm Founded: 1924