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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 to Attend CPAsNET 25th Annual Meeting in Chicago

1st Global representatives will be on site to meet with CPAsNET member firms. Read more »

1st Global Receives 2018 Telly Award

1st Global’s National Conference 2016 video wins Silver Telly Award. Read more »

ThinkAdvisor article features 1st Global, eMoney Partnership

AVP Ryan George spoke with ThinkAdvisor about the platform and the enhanced features both client and advisor will enjoy. Read more »

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