Method Holdings LLC
Financial ServicesGeorgia, United States11-50 Employees
Method Holdings LLC is a process-driven holding company in the financial services industry, based in Alpharetta, Georgia. It targets CPA firms that already operate wealth management divisions and forms partnerships with those units to establish ongoing collaborations. Its buy-and-build approach aims to broaden the wealth management capabilities and service offerings within participating firms. Through these partnerships, Method emphasizes improving efficiency and strengthening the CPA's role as a trusted advisor while expanding client-facing services. The firm is mid-sized, reflecting a focused specialty within the financial services landscape.