Interested in learning how 1st Global can help you and your firm?

Leave us your name and email, and we'll get back to you soon.

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.
Learn more »

Platforms
Platforms

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

CPA Community
CPA Community

A nationwide community of high-achieving CPAs supporting each other’s success.
Learn more »

Service
Service

We take special pride in providing excellent service and support to our firms.
Learn more »

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.

Learn More

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.

Read More

Article by 1st Global's Jordan Atherton Featured by Connect Association Magazine

Jordan Atherton, CMP, 1st Global’s Senior Meeting and Event Planner, recently wrote an article on event risk management strategies that was featured by Connect Association... Read more »

Article by 1st Global's Jeff Magson Featured in Financial Advisor Magazine

1st Global’s Jeff Magson writes article featured in Financial Advisor Magazine, "Using the Tax Protection Triangle to Help Clients Limit the Impact of Taxes."... Read more »

1st Global Investment Analyst Joan Alexandre featured in Citywire

1st Global Investment Analyst Joan Alexandre was recently quoted in Citywire’s article “Bad News for Active Managers: Researchers React to Morningstar’s Ratings Overhaul.” Read more »

Find your place at 1st Global

Apply Now