1st Global was founded in 1992 by CPAs who believe that accounting, legal and financial professionals are uniquely qualified to add value to their existing client relationships by offering holistic comprehensive wealth management services.
Headquartered in Dallas, Texas, our mission is to advance the accounting, legal and financial services professions through excellence in education, technology, innovation and client services. We are dedicated to educating, coaching and supporting the CPAs, attorneys, tax professionals and other financial specialists who make up our network of quality financial advisors.
1st Global is committed to adhering to the highest ethical standards of leading accounting, law, financial counseling and tax advisory firms. We are uniquely qualified to support your practice as you design and implement the financial solutions your clients need.
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