Financial Services

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Experience that builds confidence.

For over 80 years, the Financial Services Group has been providing insights and solutions to financial and investment institutions across the United States. Their team of over 100 professionals dedicated to the financial services industry serves banks, credit unions, mortgage banks, advisor managed hedge funds, trust companies and specialty lenders with audit, tax, and advisory services. These advisory services include internal audit, compliance reviews and monitoring, BSA/AML, information technology/cybersecurity, SOX/FDICIA assistance, credit services, data analytics, model validations, due diligence, process improvement assessments and plans, organizational consulting, and SOC reporting, among others.

our customers

We draw on service and industry specialists across all of Elliott Davis to fully address the unique needs of our customers — no matter what their goals or situations look like.

Credit Unions
Mortgage Banks
Trust Companies
Specialty Finance Companies
Start-Up Funds
Hedge Funds
Fund of Funds
Private Equity Funds

ready to see your potential?

get in touch

"We see ourselves as part of your team. We’re embedded in your growth and success."

Josh White


Find Your Solution

Solutions by Industry

Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

contact our team.