Company Background

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

History

1948

CPA Firm was founded.

1999

Entered investment advisory business.

NE

Headquarters in
Norfolk, NE.

Today

85+

Employees across the US. (HQ remains in NE)

THREE

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

>$2B

Assets under advisement. (in billions)