Company Background

We know and understand your business because we were
founded by tax professionals.

Our History


CPA firm started.


Entered investment advisory business.


Headquarters in
Norfolk, NE.



Employees across the US. (HQ remains in NE)


Strategic business units.
McMill CPAs & Advisors
Wealth Management LLC
Retirement Plan Consultants


Assets under advisement. (in billions)

Offering investments has allowed us to grow our business and we now advise or manage over two billion in assets.
We went from having less than 15 employees to having over 85 employees located all around the U.S.
While we have grown, we still take pride in being a small business and every advisor who works with us has a single point of contact.