Financial Services

Financial services firms operate in complex, heavily regulated and rapidly evolving environments. Weaver’s highly trained and dedicated Financial Services industry practice can help you meet these challenges and capitalize on opportunities. Our professionals have decades of experience and expertise in the intricacies of the regulatory and tax environment, the valuation of complex financial instruments and the challenges of maintaining strong accounting and investment controls.

Whether you are an alternative investment fund manager, an executive with a financial institution, a broker/dealer, a registered investment advisor or a real estate developer or operator, Weaver has assurance and tax professionals with the experience to help you address your company’s most pressing concerns.

Weaver’s Financial Services practice will customize our services to help you overcome your challenges and meet your long-term goals. Because knowledge is power, Weaver’s services can help give you a competitive advantage in a crowded marketplace. 

Alternative Investment Managers

Alternative investment managers are under more intense scrutiny than ever. Impending regulatory changes loom around the corner. Meanwhile, stakeholders, oversight committees and regulatory agencies all require an increased level of clarity and insight to your financial statements and operations. Your reporting processes are critical, and managers must continually assess their resources.

When transactional, regulatory or operational questions arise, it’s imperative to have an experienced advisor within reach. Our industry-dedicated professionals offer decades of experience and pride themselves on being easily accessible and responsive. Weaver’s alternative investment team offers comprehensive support so you can focus on your primary responsibility: charting investment strategy.


Weaver Emerging Manager Circle
Kevin Sanford

Kevin Sanford

National Strategy Leader, Financial Services


Kevin Sanford, CPA, has more than 18 years of experience in public accounting and currently serves as the partner-in-charge…

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