CPA Firm Expands to Include Wealth Management and Estate Planning through Merger

inbusinessPHX.com

Dietrich & Associates CPAs, a traditional tax and accounting firm, has merged with Burnett Advisors to expand its offerings and meet clients’ growth and financial needs. 

 

The firm, now called Burnett Advisors, offers wealth management, estate planning, tax and accounting services. 

 

“Partnering with Burnett Advisors helps us provide more value to our clients with new services,” said Glenn Dietrich. “Our one-stop shop offers clients a coordinated, cohesive approach to protecting and growing their wealth.”  

 

CEO & Team Leadership Director Kevin Burnett said the merged company will bring more value to its clients. 

 

“Glenn and his team are a great fit for our organization because we share a client-first mentality,” Burnett said. “Together, we’re elevating the client experience with new services and the latest technology, training, tools, and resources available in our industry. We can’t wait to help clients reach their financial goals.” 

 

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