Our Model

The CPA-RIA partnership solution meets the needs and goals of CPA firms that recognize the value of adding investment advisory to their group of services with an expert strategic partner. According to recent CEG Worldwide study, “CPA firms that adroitly leverage outside providers for their financial services practice…generated higher revenues” than firms with in-house financial services practices. The core benefits of the CPA-RIA partnership model include:

  • Immediate Revenue Growth
  • Long-term Profitability
  • Increased Client Retention and Growth
  • New Service and Support Capabilities
  • Revolutionary Technology

In addition, the CPA-RIA partnership model allows CPA firms—even those transitioning from an existing in-house financial services practice—to rapidly implement investment advisory services through an outside partner without a large commitment of resources or the need to expand their existing payroll and infrastructure. The CPA firm maintains control of client relationships while expanding additional services and reach without assuming the increased administration of investment advisory accounts.

Read More: Our Process