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One Partner To Connect Every Dot Of Your Financial Life

Integrated business advisory solutions and proactive strategies across public accounting, business advisory, assurance, legal, banking, and wealth.

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Explore Our Fully Integrated Line Of Services

Our comprehensive, concierge model reduces complexity, ensures sophisticated coordination, and delivers strategies designed to safeguard and enhance your life and business with purpose and precision.

Tax & Accounting

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Assurance

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Business Advisory

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Wealth Management

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Legal

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IT Services

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business Solutions

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A Complete Financial Partner For Life & Business

A Complete Financial Partner For Life & Business

Haga Kommer brings together a truly unique set of services: a CPA firm, a bank, an insurance agency, and a law practice under one brand. With more than 200 professionals across the country, we deliver the scale and depth of a large firm with the accessibility and relationships of a local partner. Our proactive approach, deep tax integration, and collaborative team model allow us to serve our clients with excellence.

A Network Built Around You

A Network Built Around You

With 15 offices and growing, our one-stop shop business advisory firm serves clients across the U.S. No matter which location you visit, you’ll find the same proactive advice, integrated services, and commitment to helping you thrive.

Go From Siloed Strategies To Seamless Coordination

The right partner can make all the difference in your ability to take advantage of opportunities. When your investments, taxes, estate plans, and business interests live in separate silos, it’s easy for details to slip through the cracks. We bring it all under one coordinated strategy—so you can stop managing chaos and start moving with clarity.

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Who We Serve

Business Owners

Business Owners

We help small to mid-sized businesses reduce complexity and improve efficiency so they can focus more on growing their business.

Individuals & Families

Individuals & Families

Whether you’re building wealth, planning for retirement, or preparing for family wealth transfer, we provide clarity and confidence across generations.

Real Estate Investors

Real Estate Investors

Our team combines tax and wealth experience to help you maximize opportunities and manage complexity.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

We guide you through every stage, offering proactive planning, income strategies, and tax integration to help protect your lifestyle and legacy.

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Sophisticated Insights

We believe confidence comes from clarity. That’s why we offer resources, insights, and educational tools to help you understand your options and make informed decisions.

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.
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The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.
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Creating a Comprehensive Estate Plan

Creating a Comprehensive Estate Plan

What does it take to create or update your estate plan? Here's a 7-step Estate Planning Checklist to help you get started.
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People Also Ask

Considering working with Haga Kommer? Here are answers to some of the most common questions we receive.

  • What makes Haga Kommer different?

    We’re one of the only firms in the nation that combines tax, wealth, banking, insurance, and law under one roof. This one-stop shop financial services model allows us to simplify complexity, provide proactive strategies, and deliver both the scale of a large firm and the personalized attention of a boutique practice.

  • Who do you typically work with?

    Our clients include small to mid-size business owners, high-net-worth families, real estate investors, and individuals preparing for or living in retirement. We also provide guidance for family wealth transfers and succession planning, helping clients protect what they’ve built and plan for the future.

  • How do your offices operate?

    We have 15 offices backed by the resources of over 200 professionals. No matter which office you visit, you’ll find the same commitment to proactive advice, integrated services, and client-first care.

  • What is your approach to financial planning?

    Our approach is proactive and collaborative. We connect every part of your financial life, including tax, investments, business planning, and more. By anticipating challenges and opportunities, we help you thrive.

  • Do I need to be a business owner to work with you?

    Not at all. While many of our clients are small to mid-size business owners, we also serve families, professionals, retirees, and real estate investors. Because our model integrates tax, wealth, insurance, and banking, we’re able to tailor strategies to fit a wide range of needs.

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