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Simple – Profitable – Differentiated

We make it SIMPLE for tax professionals to evaluate and offer investment services for their clients.

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Simple – Profitable – Differentiated

Adding investments to your existing practice can rapidly GROW your PROFITS by leveraging your current client relationships.

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Simple – Profitable – Differentiated

Our DIFFERENTIATED program allows you to stay focused on the client while we handle the back office.

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Partner not a vendor.

We are TAX PROFESSIONALS whose mission is to partner with other tax professionals (CPAs & EAs) to help their clients reach their financial goals utilizing evidenced based investing rules and LOW COST investment vehicles.

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Are You 100:1?

Tax professionals that follow our program can develop a wealth management business that is roughly the size of 100:1 of their annual tax billings! Put simply, you can potentially DOUBLE YOUR BUSINESS without adding staff or finding new clients.

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1948

CPA firm started.

1999

Entered investment advisory business.

85+

Employees across the US.

NE

Headquarters in Norfolk, NE.

>$2B

Assets under advisement. (in billions)

Easy 4-Step Process

One

Signup for a virtual meeting

Two

Get licensed/approved

Three

Start investment services

Four

Get more from your client relationships

About Our Service

CPA Friendly

Designed by CPA’s for financial professionals

Prudent Models

Utilizing evidenced based investing rules and low cost investment vehicles

Back Office Support

So you can stay focused on the client

Maximize client relationships

Clients are more engaged as more services are offered – you are there to serve them as we handle the back office

Grow Your Profits

Increase recurring profits without adding new clients or material fixed overhead