Ready to build your business?  

Our CPA wealth management and practice growth consultants want to help you and your firm succeed.

Focusing on leading academic research, best practices, comprehensive financial planning and informed consulting, we have the privilege to provide education, technology, business-building frameworks and client solutions to nearly 400 CPA firms nationwide.

We Believe in CPAs

1st Global was established in 1992 with a belief that CPAs and tax professionals are uniquely qualified to provide comprehensive financial guidance to clients.

1st Global is the only independent wealth management services partner that has a proven system to successfully integrate CPAs and professional financial advisors into strategic business models that serve the complex needs of affluent families.

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Independence and Objectivity

1st Global understands that independence of product is the key to providing the right financial solutions.

Your financial advisor has the independence and objectivity necessary to create the best solutions to meet your unique wealth management needs.


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1st Global is led by a group of experienced managing executives whose expertise in financial services, passion for excellence and dedication to integrity underpin the everyday operations of our organization.

1st Global’s research is illuminated by some of the greatest minds of the last century.

The 1st Global Advisory Board comprises Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences for his dissertation on Modern Portfolio Theory; and Dr. Arthur B. Laffer, “Father of Supply-Side Economics” and inventor of the Laffer Curve.