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Become Part of the Exclusive Network of Fee-Based Financial Advisors

You may be considering becoming a part of our exclusive network of fee-based financial advisors. We are proud to be one of only 750 approved firms across the nation to offer Dimensional’s institutional funds.

We Understand CPAs and their Business

Wealth Management LLC recognizes that only through strong relationships will a business flourish and achieve its full potential. We understand a CPA’s business from a CPA’s point of view, and we remain connected and relevant through close working relationships with the CPAs who have selected us as their partner.

We Offer High Quality Financial Solutions

Wealth Management LLC was created by CPAs, for CPAs who also desire to provide professional investment advice, high-quality financial solutions and exceptional client service. We offer a Nobel Prize-winning investment approach to bring financial services to our clients and clients of our member CPA firms as well as back office support and educational, marketing and practice development services.

As fellow CPAs we understand the deadlines CPAs are under and the services that your clients require. We recognize the customer service expectations that clients have in regards to our profession and the need to maintain objective, unbiased advice within our profession.

We Offer an Advisor Community with Support

Successful partnerships with us are fostered through dedicated support, an advisor community that includes coaching and conferences, as well as practical tools and strategies that have been tested in the field.

The result is an exclusive network of committed financial advisors that also happen to be CPAs, all with a shared goal of growing their businesses with a fee-based model and a distinct investment approach.