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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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KROST Partners with 1st Global to Bring Clients Tax-Optimized Financial Advice

Award-Winning Accounting and Consulting Firm Expands to Offer Holistic Wealth Management to Clients Read more »

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

The article encourages CPAs to pursue an advisory-based practice model, adding investment advice and financial planning services to their menu of services. Read more »

1st Global to Attend CPAmerica 2018 Leading Partners Retreat in Tucson, Ariz.

1st Global executives and leaders will be on site to meet with attending CPA firms September 25–28. Read more »

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