Insights

January 9, 2025

Harrison Berkman Claypool & Guard and HBC Financial Services Join Coldstream

In Coldstream Happenings

SEATTLE, Jan. 09, 2025 – We are excited to announce  that Seattle-based financial services firms Harrison Berkman Claypool & Guard (“HBCG”) a full-service accounting firm, and HBC Financial Services (“HBC”), a Registered Investment Advisor, are joining Coldstream. The firms bring approximately $500 million in assets under advisement, growing Coldstream’s total AUA to $11.1 billion. The combination will also enhance Coldstream’s existing Tax & Consulting practice.

HBCG was originally founded in 1977, and HBC was added in 2001.  The firms are led by James B. Claypool, CPA, MBA, PFS. Like Coldstream, the firms have been and will remain independently operated and employee owned.

Read the full press release Coldstream HBC Merger Press Release.

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