The CPA Financial Network Gives You the Best of Both Worlds

We understand finding someone you trust with your money is not always easy. That’s why we have the CPA Financial Network. We help to strengthen your relationship with your CPA and expand your financial planning team.

We understand that many individuals already have strong relationships with their CPA.

That is why we work side-by-side with CPAs in our exclusive CPA Financial Network—a service that lets accounting professionals share our time-tested financial planning expertise with their clients. This network is currently available only to select CPA firms and their clients, giving them exclusive access to our experience and knowledge. As a member of the CPA Financial Network, your CPA or accountant will have access to comprehensive financial planning and investment management services, along with plans and strategies that take into account both short-term and long-term tax implications.