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
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