REDW Advisors & CPAs: Company Profile
Background
Overview
Founded in 1953, REDW Advisors & CPAs is a comprehensive financial services firm headquartered in Albuquerque, New Mexico. With over 70 years of experience, the firm has expanded its presence to include offices in Phoenix, Arizona; Oklahoma City, Oklahoma; and Salem, Oregon. REDW offers a wide array of services, including audit, tax, cybersecurity, business advisory, and wealth management, catering to a diverse clientele ranging from mid-market businesses to government entities, including Tribal Nations and their enterprises.
Mission and Vision
REDW's mission is to create an extraordinary professional experience for clients and team members alike. The firm's vision is to be a national provider of premier client service with unique expertise, emphasizing integrity, innovation, and a people-first approach.
Key Strategic Focus
Core Objectives
REDW aims to deliver comprehensive and innovative financial solutions that address the evolving needs of its clients, fostering long-term relationships built on trust and mutual success.
Areas of Specialization
The firm specializes in several key areas:
- Audit and Assurance: Providing thorough and reliable financial audits to ensure compliance and transparency.
- Tax Services: Offering strategic tax planning and compliance to optimize financial outcomes.
- Cybersecurity: Implementing robust security measures to protect client data and assets.
- Business Advisory: Delivering insights and strategies to drive business growth and efficiency.
- Wealth Management: Assisting clients in managing and growing their personal and organizational wealth.
Key Technologies Utilized
REDW leverages advanced technologies, including data analytics and cybersecurity frameworks, to provide cutting-edge solutions tailored to client needs.
Primary Markets Targeted
The firm serves a broad spectrum of industries, including construction, real estate, healthcare, technology, hospitality, professional services, and government sectors, with a notable focus on Tribal Nations and their enterprises.
Financials and Funding
Funding History
As a privately held firm, REDW has not publicly disclosed detailed funding histories. However, the firm has demonstrated significant growth and expansion over the years.
Recent Developments
- Acquisition of Hatcher Financial: In September 2024, REDW expanded its wealth management services by acquiring Hatcher Financial, integrating its operations into REDW Wealth LLC, the firm's SEC-registered investment advisory subsidiary.
- Appointment of Chief Financial Officer: In February 2026, REDW appointed Maxwell S. Kagan as its first-ever Chief Financial Officer, signaling a strategic move to enhance financial operations and strategic growth.
Pipeline Development
As a service-oriented firm, REDW does not have a traditional product pipeline. Instead, the firm focuses on developing and expanding its service offerings to meet the evolving needs of its clients.
Technological Platform and Innovation
Proprietary Technologies
REDW utilizes proprietary data analytics tools and cybersecurity frameworks to deliver tailored solutions to clients.
Significant Scientific Methods
The firm employs advanced data analytics and cybersecurity methodologies to provide comprehensive and secure financial services.
Leadership Team
Key Executives
- Steve Cogan: Managing Principal, leading the firm's strategic direction and growth initiatives.
- Maxwell S. Kagan: Chief Financial Officer, appointed in February 2026, responsible for overseeing financial operations and strategic financial planning.
- James Karberg, CFP®: Practice Leader of REDW Wealth, guiding the strategic direction and growth of the firm's wealth management services.
- John W. Graham: Principal in the National Cybersecurity Consulting Practice, providing strategic leadership in cybersecurity services.
- Diana Gibson: Director of Client Success, appointed in May 2025, responsible for fostering strong client relationships and ensuring exceptional service delivery.
Competitor Profile
Market Insights and Dynamics
The accounting and advisory services market is characterized by a diverse range of firms offering specialized services. REDW competes with both regional and national firms, each bringing unique strengths to the market.
Competitor Analysis
Key competitors include:
- Jon Bell: A regional firm offering accounting and advisory services.
- Pulakos & Alongi: Specializes in accounting and consulting services.
- Axiom: Provides professional services in the accounting sector.
These competitors vary in size and service offerings, contributing to a dynamic and competitive landscape.
Strategic Collaborations and Partnerships
REDW has developed strategic alliances and associations to enhance its service offerings and market reach. Notably, the firm has partnered with ProNovos to provide construction-specific analytics solutions, integrating industry-specific technology to assist clients in making informed decisions.
Operational Insights
REDW's strategic focus on comprehensive service offerings, including audit, tax, cybersecurity, business advisory, and wealth management, positions it as a versatile and client-centric firm. The firm's expansion into new markets and service areas demonstrates its commitment to growth and adaptation in a competitive industry.
Strategic Opportunities and Future Directions
REDW's recent acquisitions and leadership appointments indicate a strategic direction towards expanding its service capabilities and enhancing client relationships. The firm's focus on integrating advanced technologies and expanding its wealth management services positions it well to capitalize on emerging market opportunities.
