LWBJ Financial was formed in 1992 to provide professional services in the areas of tax, accounting and business consulting services.

Upon leaving key management roles at the largest international accounting and consulting firms, LWBJ Financial founding partners created an environment where expertise and experience was made available to middle-market business owners and families using a highly-personalized service approach.  This philosophy set LWBJ Financial apart from other local, regional and national financial service providers.

The marketplace quickly embraced this philosophy and provided a framework for LWBJ Financial to strategically expand its line of products and financial services throughout the Midwest without compromising their service philosophy.

Since its inception, LWBJ Financial has been recognized as employing professionals who are nationally recognized leaders in their fields.  Most members of the LWBJ Financial team have "Big Four" accounting/CPA firm experience. 

Throughout the firm's history, satellite offices and additional service offerings have been added to ensure the needs of our client base are efficiently and responsively met.  Through our success and growth, LWBJ Financial has remained committed to integrated communication and a holistic approach to determining a best course of recommended action.