Going beyond traditional accounting

Could Watermark be a fit for you? Let’s have a conversation and find out.

An Experienced Advisory Group

Our team has a proven track record providing tax, assurance, accounting, wealth planning, and ownership transition services.

Focused on Family-Owned Business

Though we’ve got the resources of a large firm, our heartbeat has always been for family and owner managed enterprises.

Helping Transform Your Culture

People are the business, and we’ve got the tools to help leaders invest in and grow their most valuable assets.

Who We are

The Watermark Group is an accounting and business advisory firm focused on helping family and privately-owned businesses thrive. Our experienced team goes beyond traditional accounting to provide tax, assurance, wealth planning, and ownership transition services. Watermark takes a personalized approach, getting to know each client through the proprietary Legacy Process. This allows us to develop creative solutions tailored to each client's unique needs, goals, and dreams.

In addition to business advisory services, Watermark offers cultural transformation services to help organizations build positive workplace environments. These services include identifying employee strengths and aligning roles through assessments like the Kolbe Index™ and
6 Types of Working Genius. Watermark firmly believes that valuing people and uncovering their full potential drives an organization's success.