History

Founded in 2006, The Watermark Group is led by a team with more than 65 years of collective public accounting experience. Each founder has worked in both national and regional CPA firms and has predominately worked with privately-held and owner managed companies.

We bring a unique perspective to our clients' needs and to our employees' development. Personal relationships and the overriding need to make a difference in the lives we touch continue to be the drivers in our daily life.

Typically, our clients have a common thread of needs beyond financial statements and tax considerations, including ownership transition and family dynamics; wealth planning and charitable giving; and understanding best practices among other like companies.