1st Global's Guiding Principles

Our business is to help CPA firms honor the important promises they have made to their clients by adopting and implementing essential wealth management capabilities.

Our Principles


Ask “What if?”

We believe in asking questions and challenging assumptions about how processes have always been done. Opportunities arise when we think differently.

Aspire to servant leadership.

We believe that true leaders inspire people not by power or position but by service. Servant leaders are humble, do not seek positional authority, yield personal rights, share responsibility and empower others to lead.

See it through.

Like a well-crafted financial plan, we focus on the long term. We believe in following through on our commitments, regardless of the personal and professional costs, and celebrating our achievements.

Break away from the crowd.

We believe in doing things differently from our peers to better serve our stakeholder. We encourage novel ideas, fresh perspectives and paradigm shifts.

Cultivate a better version of yourself.

We can always choose to be better tomorrow than we are today, and we strive to continually improve through intentional incremental growth.

Be a coach and challenger.

We believe in encouraging those around us to be excellent in what they do. We work to better recognize and help ourselves and others to escape the drama roles of victim, persecutor and rescuer

Make promises come true.

Honoring promises is at the core of our business. Whether to our partner CPAs and advisors, their clients, or each other, we are dedicated to enabling all individuals to keep the important promises they make.

Our People

Our employees are skilled, passionate and carry an entrepreneurial spirit that dates back to the company’s founding more than 25 years ago.



1st Global was founded by a belief in personal responsibility and having the discipline to always do the right thing.

Personal responsibility

We must be accountable for our actions and intentionally take total responsibility for all of our decisions, the choices we make, the beliefs we carry, and what motivates us to live our lives with dignity and humility.

Honoring promises

Financial planning is a path to happiness because it allows us to make and honor life’s important promises and obligations.


We must always do the right thing for ourselves and our clients, even if this means refusing what could be a lucrative opportunity. In addition, we must always boldly advocate for what is most important to us and our clients.

Free enterprise

The essence of our liberty and economic freedom is grounded in the opportunities we pursue through our vocation. Creating and building business provides opportunities for us and others to pursue these opportunities.


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