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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 EVP Jeff Magson Writes Article for AccountingToday

Magson’s article addresses the key issue keeping CPA financial advisors from achieving the success they desire — their mindsets. Read more »

1st Global to Host The Future of Financial Advice Webinar

Join 1st Global’s Jeff Magson and think2perform’s Doug Lennick for The Future of Financial Advice Webinar Tuesday, July 31 at 1 p.m. Central. Read more »

InvestmentNews Article Features 1st Global Research Investors, CPAs and Tax-Focused Financial Advice

The article stresses the rising consumer demand for and benefits of offering tax-focused advice and solutions to financial advisory clients. Read more »

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