Greer and Walker Overview

$1m+
Est Annual Revenue
$100-$299m
AUM

Company Details

Greer & Walker, LLP, founded in 1984, is the largest Charlotte-based accounting and consulting firm, with a total staff of over 80 people. The firm's success is based on the partners' commitment to providing high quality services and advice with a personal touch.
Our personal approach guarantees that you will work closely with partners and managers who stay involved and who understand your business and personal objectives. Our client relationships are based on teamwork and regular communication with every client to provide the most strategic solutions to your business needs.

Greer & Walker Investment Advisors, LLC was founded in November 1997 and is the investment affiliate of Greer & Walker, LLP. We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success and to delivering a high level of personalized service. Our customized programs are designed to grow and conserve our clients’ wealth. We were recently ranked as the top Charlotte-based investment advisory firm in Bloomberg Wealth Manager’s annual survey of the country’s top advisory firms and as one of the best client satisfaction wealth managers in the Charlotte region by Wealth Manager Five Star’s independent survey 2008.

Greer & Walker corporate finance, LLC is the exit planning and investment banking affiliate of Greer & Walker, LLP. We uniquely combine exit planning with professional merger and acquisition advisory services to provide a complete, integrated solution for middle market companies and their owners.

Locations

Location
704-377-8663,
227 West Trade Street, Suite 1100, 28202 NC
United States

WSO Company Database Comparison Table

Get Full Access

  • Free 1 month access by adding just 1 salary datapoint here
  • REAL salary bonus data across 1,000+ companies
  • Plus free 1 month access to 10,000+ interview insights

$1m+
Est Annual Revenue
$100-$299m
AUM

Unlock WSO Database

1 month free. Add your own pay data.