Helping Your Clients Take Charge of Their Financial Future

Our members offer specialized financial planning for clients with high net worth and/or unique circumstances

The All-Star Financial Group is a national association of distinguished Certified Public Accountants (CPAs) who specialize in financial, tax and investment planning for high net worth and ultra-high net worth clients.  Our members routinely advise clients who are owners of closely-held businesses, corporate executives, athletes, entertainers, creative artists, successful entrepreneurs and others.  Several of our members are specialists in international and cross-border planning.  All-Star members are a self-selected group of the nation’s top CPA financial advisors.

The All-Star Financial Group exists to provide education and camaraderie among its members.

 

WHO WE ARE

The All-Star Financial Group consists of experienced Certified Public Accountants (CPAs); widely recognized as the most trusted financial advisors.  Our members have also earned the Personal Financial Specialist (PFS)* credential.  Members have offices in 10 states and the District of Columbia.

 

HOW WE ADD VALUE TO OUR MEMBERS

The All-Star Financial Group provides semi-annual educational meetings for its members and opportunities for networking and fellowship.  Throughout the year, members are able to tap into the experience of our members through a LinkedIn group.  The LinkedIn group allows the members to post status updates and ask questions of the other members.

 

RECENT EDUCATIONAL SESSIONS

  • Asset Protection Trusts
  • Portfolio Management Ideas
  • Business Management / Family Office Services
  • An Economic Review
  • RIA Valuation and Succession Planning
  • Social Media
  • Practice Management
  • Estate Planning Updates

Our goal is simple—to create an environment where the top CPA financial advisors can come together to learn and network.

 

*PFS is an accreditation conferred by the American Institute of Certified Public Accountants