About 1st Global

About Us

1st Global is the largest independently owned wealth management partner for accounting and legal firms. More than 400 of these select firms rely on our expertise and resources to meet their clients’ wealth management needs. They also count on our business development tools and consulting services to ensure their success. We provide support, technologies and education to help advisors in every facet of business, from operations and administration to sales and marketing. With 1st Global in your corner, your clients’ potential to build wealth, and your ability to manage it, are the same: exceptional.

Welcome Message From Our Chairman and CEO

 

 

Tony Batman is Chairman, Chief Executive Officer and Co-Founder of 1st Global. An award-winning and respected leader in the financial services industry, Tony has helped establish 1st Global as a successful financial services business development and resource partner and is a frequent speaker to professional groups on financial services topics.

In The News

  • 1st Global Firms Featured in Accounting Today

    Mar 28, 2014
    The March 2014 issue of Accounting Today featured an in-depth article on CPAs and wealth management. The article centers around New Orleans-based accounting firm Ericksen, Krentel & LaPorte, a 1st Global affiliated firm, and the work being done to expand its services to clients.  (more)

  • 1st Global to Present at JOIM Spring 2014 Conference

    Feb 19, 2014
    Kenneth Blay, 1st Global’s Director of Research, will present “Tax-Cognizant Portfolio Analysis: A Methodology for Maximizing After-Tax Wealth” at the Journal of Investment Management’s (JOIM) Spring 2014 Conference held in San Diego March 16-18.  (more)

  • CPA Practice Advisor: Five Year-end Tips for Accounting Firms on Wealth Management Services

    Jan 23, 2014
    CPA Practice Advisor recently spoke with 1st Global to discuss how accounting and wealth management firms can take steps to prepare themselves for success in the coming year. From improving processes to making sure your clients come into the office to drop off paperwork, these tips can help your firm get off to the right start in 2014.  (more)