What departments does Elm3 Financial & CPA Group have?

Elm3 Financial & CPA Group has employees across 2 departments including Accounting, Analytics.

What is the largest department at Elm3 Financial & CPA Group?

The largest department at Elm3 Financial & CPA Group is Accounting with 2 employees.

Where are Elm3 Financial & CPA Group employees located globally?

Elm3 Financial & CPA Group has employees across 1 continents and 1 countries including United States Of America.

How has Elm3 Financial & CPA Group's team size changed over time?

Elm3 Financial & CPA Group's team has remained stable from approximately 5 to 5 employees based on available data.

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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.

Elm3 Financial & CPA Group Global Highlights

North America
8

United States Of America
8

Elm3 Financial & CPA Group's Leadership

K. W.
Director Of Accounting
Mobile Phone
Email
S. N.
Principal
Mobile Phone
Email
H. G.
Enrolled Agent (ea) And Senior Accountant
Mobile Phone
Email
S. M.
Principal
Mobile Phone
Email
K. W.
Business Development Analyst
Mobile Phone
Email
C. M.
Cpa
Mobile Phone
Email

Elm3 Financial & CPA Group Employee Metrics

100%

50%

2026

2025

Accounting
Banking
Finance
Legal
Administrative
Other

Contact profiles from Elm3 Financial & CPA Group

Name

Title

Contact Info

Location

Last Update

K. W.
Director Of Accounting
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
S. N.
Principal
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026
H. G.
Enrolled Agent (ea) And Senior Accountant
Mobile Phone
Email
United StatesGeorgia
Apr 14, 2026
S. M.
Principal
Mobile Phone
Email
UNITED STATES
Apr 11, 2025
K. W.
Business Development Analyst
Mobile Phone
Email
United StatesGeorgia
Feb 17, 2026
C. M.
Cpa
Mobile Phone
Email
United StatesGeorgia
May 20, 2025

Frequently Asked Questions

What is Elm3 Financial & CPA Group known for?

Elm3 Financial & CPA Group was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 5755 North Point Parkway Suite 92 Alpharetta, Georgia 30022 United States; you can contact the 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?

Elm3 Financial & CPA Group employees' email format typically follows the pattern of . 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?

Elm3 Financial & CPA Group has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

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

As of June 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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Elm3 Financial & CPA Group Employee Directory

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