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Tax Professionals & CPAs

With ǿ޴ý, tax professionals like you can offer clients comprehensive wealth management, tax strategies, and financial planning services, plus grow your business. Because we're tax pros too, we understand your unique needs and opportunities.

Loui Rosalez

Boost Your Tax Practice with a Wealth Manager

“By combining their expertise and embracing a holistic approach, tax professionals and financial advisors have the opportunity to enhance their services, boost their respective practices' profitability and further deepen the tax professional's client relationships.” 

Louie Rosalez
ǿ޴ý Planning Partners

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Expertise & Products

Staying competitive while focusing on your clients is a balancing act. You need an Registered Investment Advisor (RIA) that provides the products and services to give you that leg up while providing truly holistic financial planning. The ǿ޴ý independent business model gives you the freedom to make better financial choices for your clients with access to the products and services you need – no pressure to sell propriety products.

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Financial Planning

Comprehensive financial planning services for your clients

Every financial decision your client makes is a tax decision. Your clients don’t come to you to simply handle their tax paperwork. They come to you to help them to protect and grow their wealth. Partnering with ǿ޴ý Planning Partners℠ allows you to offer financial planning services, so you can better serve your clients by providing more of the support they want from a person they already trust and truly holistic financial advice from a team of financial and tax professionals.

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Support & Operations

ǿ޴ý Planning Partners℠ was born from a CPA firm, so we understand the challenges you face to successfully launch a wealth management program within your accounting practice. Our proven, turnkey model provides support at every level, so adding financial planning and wealth management services to your firm has never been easier.

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Affiliation & Licensing

ǿ޴ý Planning Partners℠ - More services, products and support for your clients

You want to deepen your client relationships while maximizing your clients’ tax efficiency. You also need to run your business they way you want – nobody understands your needs better than ǿ޴ý. That’s why you have options when affiliating with us.

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Looking to grow your business as part of a supportive community?

Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an ǿ޴ý financial professional.

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