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Growth

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Research

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Consulting

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Platforms

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Education

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Events

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Support

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The Power of Partnership

1st Global has the support and proven professional systems needed to give you the competitive edge in providing comprehensive wealth management services. Learn more »

Experience

An independent partner with 25 years in helping CPA firms grow from success to significance.
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Platforms

An expansive, fee-based platform built specifically for our partner CPA wealth managers.
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CPA Community

A nationwide community of achieving CPA wealth managers, supporting each other’s success.
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Service

We take special pride in providing excellent service and support to our firms.
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Insights and Research

Preparing for the Future of the CPA Profession
by Natalie Merrill
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Beware of Tax Season Scams

Focus on Your Ideal Client

The Lasting Legacy of Harry Markowitz

Shifts in Major Asset Classes

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Firm Success Stories

Porte Brown

We consider 1st Global to be a critical extension of our team. Their practice development expertise and back-end support has allowed us to confidently grow our wealth management book of business while continually serving the long-term financial needs of our clients.
Bruce G. Jones, CPA
Managing Partner Porte Brown LLC

1st Global News

1st Global news and announcements, media resources, the financial industry, the economy: if it’s in the news, you’ll find it here.

Recapping the 2016 FSI Forum

Oct 18, 2016

From Sept. 25–27, eight financial advisors and six members of the 1st Global home office attended the inaugural FSI Forum, with this year’s event focused on “Navigating a Post-DOL Fiduciary World.”

1st Global Raises More Than $5,000 on North Texas Giving Day

Oct 11, 2016

In 1st Global’s inaugural year as a corporate member of the Entrepreneurs for North Texas (EFNT), the company collectively donated $5,424 to various non-profit organizations in participation of North Texas Giving Day 2016.

1st Global Serves Community on Freedom Day

Sep 27, 2016

While Sept. 11 is a date that is characterized by the memories of a tragic day in America, Entrepreneurs for North Texas (EFNT) uses it as a time to honor veterans and make a difference in the community.

Our Beliefs About Investing

Financial planning is a journey, and having faith in the future matters.

It is an undeniable truth that the future is inherently uncertain. Download the whitepaper to learn the 1st Global philosophy for disciplined, long-term investors.