Who We Are

1st Global is the leading independent wealth management and business development partner to CPA, tax, accounting and law firms. Over 1,200 affiliated financial advisors leverage 1st Global’s systems and resources to provide comprehensive wealth management services to their clients. Wealth management firms count on 1st Global for expert service and education across the four main components of their business: operations, administration, marketing and sales.

Our Philosophy

1st Global was founded in 1992 by CPAs who believe that accounting, legal and financial professionals are uniquely qualified to be wealth management professionals to their best clients. 1st Global believes in a holistic approach to clients’ wealth management needs by understanding how all the components of their financial lives affect one another. Our philosophy of comprehensive wealth management is embodied in the Method 10™, a system that encompasses the 10 key elements that impact clients’ financial lives: Tax Planning, Investment Planning, Retirement Planning, Income Protection and Asset Preservation, Insurance Planning, Estate Planning, Business Planning, Education Planning, Special Situations and Debt Management.

Our Value Proposition

1st Global has the privilege of helping specially selected, high-achieving CPA, tax and estate planning firms adopt and implement the essential capabilities to provide world-class total wealth management services to both emerging affluent and affluent families.

We deliver the required capabilities essential for wealth management excellence: progressive ongoing education, operations excellence, business-building expertise, business risk management, thought leadership and implementation processes.

By adopting and implementing our capabilities, these firms derive many distinguishing benefits, most importantly the ability to profitably and ethically serve more clients, and to serve them better and more completely, thus enabling those clients to honor the important promises they make.

Our Mission and Values

1st Global’s mission is to be the premier business development and resource partner to leading wealth management firms. We foster business growth and client satisfaction by providing customized financial solutions, exceptional operational and administrative support and award-winning service excellence. Our core values include: integrity, ownership, education, teamwork, resourcefulness, versatility, relationships, and initiative. Our commitment to excellence is more than just a statement; it is our culture.

Models for Success

1st Global empowers wealth management firms to serve more clients and serve them better. Our affiliates maintain ownership of their client relationships and are independent in selecting the appropriate financial solutions for their clients. To drive success, 1st Global offers a variety of business models that allow affiliated firms to leverage the resources necessary to enhance their existing practices.