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Elm3 Financial & CPA Group Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Elm3 Financial & CPA Group is an independent financial services firm based in Alpharetta, Georgia. The Elm3 Financial Group unit offers investment advisory and financial planning services, including portfolio management, financial planning, and life, disability, and long-term care insurance. It serves individuals and business owners navigating major life events such as starting a family, launching a business, or planning for retirement. 
 
 Elm3 CPA, Tax and Accounting operates as an independent tax preparation and bookkeeping practice in Alpharetta, Georgia. It provides tax planning and preparation alongside small business services such as bookkeeping and payroll. The two practices together address both personal wealth management and business tax needs for clients in the Alpharetta area.

Find Elm3 Financial & CPA Group employees' phone numbers or email addresses

Elm3 Financial & CPA Group Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Elm3 Financial & CPA Group's Leadership

  • Director Of Accounting at Elm3 Financial & CPA Group
    K. W.
    Director Of Accounting
    Mobile Phone
  • Principal at Elm3 Financial & CPA Group
    S. N.
    Principal
    Mobile Phone
  • Enrolled Agent (ea) And Senior Accountant at Elm3 Financial & CPA Group
    H. G.
    Enrolled Agent (ea) And Senior Accountant
    Mobile Phone
  • Principal at Elm3 Financial & CPA Group
    S. M.
    Principal
    Mobile Phone
  • Business Development Analyst at Elm3 Financial & CPA Group
    K. W.
    Business Development Analyst
    Mobile Phone
  • Cpa at Elm3 Financial & CPA Group
    C. M.
    Cpa
    Mobile Phone

Elm3 Financial & CPA Group Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Finance
  • Legal
  • Other

Contact profiles from Elm3 Financial & CPA Group

Name
Title
Contact
Location
Last Update
  • Director Of Accounting at Elm3 Financial & CPA Group
    K. W.
    Director Of Accounting
    Mobile Phone
    United States, Georgia
    Apr 15, 2026
  • Principal at Elm3 Financial & CPA Group
    S. N.
    Principal
    Mobile Phone
    United States, Georgia
    Apr 16, 2026
  • Enrolled Agent (ea) And Senior Accountant at Elm3 Financial & CPA Group
    H. G.
    Enrolled Agent (ea) And Senior Accountant
    Mobile Phone
    United States, Georgia
    Apr 14, 2026
  • Principal at Elm3 Financial & CPA Group
    S. M.
    Principal
    Mobile Phone
    UNITED STATES
    Apr 11, 2025
  • Business Development Analyst at Elm3 Financial & CPA Group
    K. W.
    Business Development Analyst
    Mobile Phone
    United States, Georgia
    Feb 17, 2026
  • Cpa at Elm3 Financial & CPA Group
    C. M.
    Cpa
    Mobile Phone
    United States, Georgia
    May 20, 2025

Frequently Asked Questions

What is Elm3 Financial & CPA Group known for?

Minus sign iconPlus sign iconElm3 Financial & CPA Group was founded in 2006 and operates in the Financial Services industry. You can contact Elm3 Financial & CPA Group's main corporate office by phone at
+1-678-297-****
. Explore Elm3 Financial & CPA Group's company overview page for more information.

What is Elm3 Financial & CPA Group's most common email format?

Minus sign iconPlus sign iconElm3 Financial & CPA Group employees' email format typically follows the pattern of First.Last@elm3financial.com. Trying to find reliable and up-to-date employee contact data? Find more Elm3 Financial & CPA Group email formats with LeadIQ.

How many employees does Elm3 Financial & CPA Group have currently?

Minus sign iconPlus sign iconElm3 Financial & CPA Group has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Elm3 Financial & CPA Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Elm3 Financial & CPA Group's key employees include:

  • Director Of Accounting: K. W.
  • Principal: S. N.
  • Enrolled Agent (ea) And Senior Accountant: H. G.
  • Principal: S. M.
  • Business Development Analyst: K. W.

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