Eide Bailly Financial Services Rebrands as Eide Bailly Wealth
Eide Bailly, a national CPA and business advisory firm, announced that its financial services arm, Eide Bailly Financial Services, has been renamed Eide Bailly Wealth as of August 1, 2023. The rebranding reflects a deepened commitment to fiduciary wealth management, with the firm exiting its broker-dealer relationship to operate solely as a registered investment advisor (RIA).
FARGO, N.D. — Eide Bailly, a national certified public accounting and business advisory firm, has announced that its subsidiary Eide Bailly Financial Services officially became Eide Bailly Wealth on August 1, 2023.
Brad Kelley, Principal/Wealth at Eide Bailly, explained the rationale behind the transition: “As we build on our purpose of elevating our clients, it’s critical that we are listening to their needs and working to offer solutions as a trusted advisor. Enhancing the team’s skillset and level of service allows us to better serve our clients by exceeding their expectations and providing a meaningful connection throughout their wealth journey.”
The newly named Eide Bailly Wealth is designed to deliver a wealth-centric experience that aligns with client objectives while responding to evolving market trends. In a notable structural change, the firm has departed from its previous broker-dealer affiliation and will now conduct business exclusively as a full-service registered investment advisor (RIA). This move underscores the organization’s emphasis on its fiduciary responsibilities and commitment to transparent, client-first advisory practices.
Eide Bailly Wealth has built a strong reputation for guiding business owners and high-net-worth families through significant life transitions and complex financial transactions. According to the firm, the name change encapsulates its ongoing dedication to providing exceptional service throughout each client’s wealth journey, from initial planning through legacy building.
About Eide Bailly
Eide Bailly is a nationally recognized certified public accounting and business advisory firm committed to helping clients grow, thrive, and embrace opportunities for innovation. With over 3,300 dedicated staff members, including CPAs and business advisors, the firm assists clients in gaining fresh perspectives on what’s possible and turning that vision into reality through inspired ideas and solutions. Eide Bailly’s expertise and client focus translated into revenue of $616 million over the past year. For more information, visit www.eidebailly.com.
