Siena Named Top CPA Investment Advisory Firm

Again this year, in the July 2013 edition of “Accounting Today” magazine, a professional magazine serving Certified Public Accountants and investment advisors throughout the nation, Siena Wealth Advisors was included on the exclusive list of the nation’s top CPA investment advisory firms. In 2010, 2011, 2012, and again in 2013, only Siena and three other investment advisory firms from Michigan made the exclusive list as the nation’s top CPA investment advisory firms. Siena is the only investment advisory firm headquartered in greater Lansing to make the exclusive list.

Siena Wealth Advisors is a fee-only registered investment advisory firm providing institutional investment advisory services and financial planning in a fiduciary capacity to high net worth individuals, businesses and not-for-profits. Siena is headquartered in Grand Ledge, Mich.


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