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The Power of Partnership

1st Global has the support and proven professional systems needed to give you the competitive edge in providing comprehensive wealth management services. Learn more »

Experience
Experience

An independent partner helping CPA firms grow from success to significance for over 25 years.
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Platforms
Platforms

An expansive, fee-based platform built specifically for our CPA wealth management partners.
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CPA Community
CPA Community

A nationwide community of high-achieving CPAs supporting each other’s success.
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Service
Service

We take special pride in providing excellent service and support to our firms.
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What Do Investors Really Want?


Believe it or not, there’s an easy way to find out what clients want from their CPAs: talk to them.
We surveyed emerging affluent and affluent investors to find out what they look for in financial advice providers, as well as what is most important to them in those interactions.

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1st Global News

1st Global news and announcements, media resources, the financial industry, the economy: if it’s in the news, you’ll find it here.

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1st Global to Attend CPAsNET 26th Annual Meeting in Nashville, TN

1st Global will be a sponsoring attendee at the CPAsNET 26th Annual Meeting in Nashville, Tennessee, June 18–20, 2019. Read more »

1st Global to Sponsor PrimeGlobal Partner Leadership Conference in Chicago

1st Global will be a sponsoring attendee at the PrimeGlobal Partner Leadership Conference in Chicago, Illinois, June 19–21, 2019. Read more »

Patrick Di Fazio Featured in U.S. News and World Report

1st Global’s Patrick Di Fazio, director of wealth management consulting, was recently quoted in the U.S. News and World Report article “How to Gift Stocks... Read more »

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