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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 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 Firm Rushton Wealth Management Welcomes Advisor Elisabeth Baldwin

The Gainesville, Ga.-based firm partnered with 1st Global to hire a new financial advisor for the practice. Read more »

1st Global is a Proud Sponsor of the PrimeGlobal Annual Tax Conference

1st Global representatives will be on site in Orlando, Fla. to meet with member firms. Read more »

1st Global EVP Jeff Magson Writes Article for Advisor News

Magson’s article outlines the benefits of a fee-based planning model and how it resonates with a new kind of investor. Read more »

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