As a local and independent organization—not some large, out-of-town brokerage—our focus is on the success of our members and their clients. As a result, your clients will receive the service and attention that you would want them to have. Our primary goal is to help plan, build & protect your client’s assets.
Ownership of the client relationship
Our financial professionals work as part of your team—a relationship not possible if you refer your clients to a third party. Members maintain a close relationship with their clients through-out the financial planning and investment management process.
A proven system & tools for integration
Since 1994, accounting professionals have successfully partnered with the CPA Financial NetworkTM. We share the same business model and philosophy—to build and protect the financial interests of your client. With the CPA Financial NetworkTM’s tools and counsel, members are able to successfully integrate our services with theirs.
We offer personalized marketing programs designed to grow this profit center of your practice. You’ll benefit from on-site strategic counseling and informational CPE meetings throughout the year.
Access to additional professional services
The CPA Financial Network develops strategic relationships with professionals from an array of disciplines. These include legal, consulting, and financial services that optimize member and client benefits.
The CPA Financial NetworkTM is uniquely positioned to facilitate sales and purchases of practices for our members, at no cost to either party. With more than a half-dozen sales and purchases to date, this service provides a significant benefit to the CPA community.