MEMBER FIRMSOur founding firms.
The firms below are independent businesses with their own names, their own leadership, and their own clients. Each is the Windsor Path hub for its region, and the foundation on which we build. What they share is a belief that the best version of their firm is the one they continue to build themselves, with a partner standing behind them rather than over them.
ASO Advisors
INDIANAPOLIS, IN • FOUNDED 2009
Tax, client accounting, and advisory services for growing businesses across the Midwest.
Founded in 2009, ASO pairs seasoned professionals with leading-edge technology to serve growing businesses as they move through their many business challenges and transitions.
Shawwn Storms · Partner
“Windsor Path stood out as the right partner for us since their model lets us keep what’s worked at ASO while bringing real infrastructure and capital to support us into the future.”
– Shawwn Storms, Partner, ASO Advisors
WFFA Advisors
NEW YORK CITY AND LONG ISLAND, NY • FOUNDED 1947
Tax, client accounting, and advisory services for small businesses and affluent individuals across the New York metro area and beyond.
Since 1947, WFFA has served generations of clients from its offices in Long Island and Manhattan.
WFFA Advisors has served generations of clients from its offices in Long Island and Manhattan. Today, the firm employs nine partners and more than thirty professionals, and has continued to grow each year through a combination of new client work, expanded service lines, and selective lateral hires.
Michael Ferber·CEO
“We chose to partner with Windsor Path because they share our commitment to client service and our vision for sustainable growth.”
– Michael Ferber, CEO, WFFA Advisors
Exploring the future of your firm?
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