Aprio offers specialty tax services, wealth management, international tax expertise, and more. Credit: M Isolation photo/Shutterstock.

Aprio, a US-based business advisory and accounting firm, has expanded into Baltimore by combining with Nardone, Pridgeon & Company.  

This move fortifies Aprio’s Mid-Atlantic foothold. 

Nardone, Pridgeon & Company, under the leadership of managing partner Gregory Trimble, comprises six professionals with experience of more than three decades.  

The company specialises in providing personalised accounting, tax, and advisory services, mainly catering to high-net-worth families and the real estate sector. 

Greg Trimble said: “Now we are able to deliver even greater value to our clients and provide our team members with opportunities for growth and development on a national scale, all while preserving the strong relationships and personalised service that are the foundation of our firm.” 

By aligning with Aprio, clients of Nardone, Pridgeon & Company will benefit from a broader range of services and technological advancements.  

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These include specialty tax services, wealth management, international tax expertise, and transaction advisory solutions.  

Aprio CEO Richard Kopelman said: “Our firms share a commitment to a people-first approach bringing meaningful impact to our clients.  

“As we continue to expand our footprint, we prioritise aligning with firms that share our vision for delivering tailored client experiences and growth-focused solutions. This marks another step forward in Aprio’s commitment to being wherever our clients need us most.” 

Ira Rosenbloom from Optimum Strategies provided advisory services to both Aprio and Nardone, Pridgeon & Company for the deal.  

Recently, Aprio acquired Chicago-based firms KRD and Burkett & Beattie. 

KRD provides wealth planning, assurance, tax consultancy, and outsourced accounting services, aimed at serving businesses, high-net-worth families, and other organisations.