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