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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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