Go beyond tax-smart
to tax-intelligent.
$2,500
per year per tax client
Average revenue increase for Cetera tax professionals who've added wealth management to their tax practice.†
Specialized support for a specialized practice
As the leading growth consultant for tax and accounting professionals integrating wealth management into their practices, we know what it takes to help both sides of your business flourish.
Better outcomes for your clients
Taking a more holistic approach to your clients’ financial picture by integrating wealth management and tax planning can quickly add up. Tax-efficient investing and smart withdrawal strategies enhance portfolio returns about 1.2% annually.†
Dedication to tax professionals
We’ve never taken a one-size-fits-all approach to those we serve, so it should be no surprise we have communities singularly focused on serving tax professionals like you. What can that level of specialization do to benefit your success? Everything.
Go RIA—and let us do the heavy lifting
Higher payout. Greater valuation. Full control. RIA Blueprint gives you all the benefits of owning your own RIA—without the weight of creating your own tech, compliance, and operations systems. Flexible affiliation options grow with you as your business evolves.
Choice and flexibility—we expect you to expect nothing less
That’s why we give you multiple ways to affiliate, plus additional options within each model to help you find the perfect fit.
Find new growth with our customized benefits
Get securities registered on us
We’ll cover the cost to get you fully registered and even pay your initial affiliation fees through our PRO Package.*
High-touch support
Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.
Get securities registered on us
We’ll cover the cost to get you fully registered and even pay your initial affiliation fees through our PRO Package.*
High-touch support
Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.
Talk with us today
Connect with your Business Development team to learn how our holistic approach can benefit your entire business.
No license? No problem!
Whether you’re a tax pro without a securities registration or an advisor without a CPA or EA license, we can help you get the credentials you need or facilitate a strategic partnerships so you can offer your clients greater financial well-being.
*Based on internal analysis of Cetera Financial Specialists-affiliated tax professionals
†Russel Investments’ 2023 Value of an Advisor Survey