Montgomery Taylor Wealth Management Announces Acquisition of the Stephen Imboden, CPA Firm
Santa Rosa, CA, December 9, 2019 – The Santa Rosa-based wealth management and accounting firm, Montgomery Taylor Wealth, announced today that it is acquiring local CPA firm, Stephen Imboden, CPA. The acquisition is part of Montgomery Taylor Wealth’s strategic plan to strengthen its presence and position in Sonoma County. The acquisition is effective as of 12/2/2019.
Our team is excited about our acquisition of the firm of Stephen Imboden, CPA, as it allows us to expand our reach in serving individuals and businesses in Sonoma County and beyond. In the past, we expanded and grew predominantly from client referrals, referrals from other professionals and our extensive involvement in our local communities. The growth and development of our professional staff has similarly evolved. We have assembled a team of high-quality, committed professionals and invested in their training, development and growth. With the acquisition of the Imboden practice we are pleased to add Rosaura Flores, Accounting Supervisor, Katrina Faris, MS-Tax, Chuck Harris, CPA, and Kimberly Carfi, Operations Associate, to our professional staff.
Our combined, larger organization will allow us to provide a wider array and depth of services. In our area of the country, finding and retaining excellent people is a constant challenge. As a larger organization, our associates will also benefit from more and stronger career opportunities.
We conducted an extensive search within Santa Rosa looking for an opportunity like this. Stephen Imboden, CPA, shares our values and exceeded our hopes of finding a firm we can combine with and continue our tradition of excellent service, deep expertise, and an environment our clients and associates want to be a part of. The combined firm is located at 2880 Cleveland Avenue, Suite 2, Santa Rosa, CA 95403.
About Montgomery Taylor Wealth
Montgomery Taylor Wealth is focused on the delivery of wealth management and tax services to individuals and small businesses. The firm was founded many years ago by Montgomery Taylor, CPA, CFP, to provide a more cohesive approach to tax preparation, financial planning and investment management services and employs a team of accounting and investment professionals. The team provides fee-only services and acts as a fiduciary, always putting the client’s interest first. Montgomery Taylor, being the first combined CPA and CFP licensee in Sonoma County, has been a pioneer in providing holistic financial planning services, enabling the firm to attract and retain top talent to the firm. In recent years, Montgomery has authored three books on financial topics. For more information about Montgomery Taylor Wealth, visit www.montgomerytaylorwealth.com
Contact: Montgomery Taylor