Creating a Strategic Partnership for Practice Optimization and Affluent Client Acquisition & Retention 

Next Level Programs

What is the CPA Fiduciary Alliance?

This Partnership is specifically designed for CPA Practices and Fiduciary Advisors who are dedicated to enhancing their levels of expertise and capabilities in order to provide their current and future clients with the most innovative and comprehensive financial services, thereby expanding their practice to include more High Net Worth individuals, Business Owners, and Real Estate Property Owners. 

About Us

Vision Statement

Through Education, Thought Leadership, and Collaboration we provide our CPA and IAR partners the resources and support necessary to foster long-term practice growth and enhanced client value-added propositions through sophisticated financial solutions. 

Why Partner with the CPA Fiduciary Alliance?  

Fiduciary Responsibility of CPAs and RIAs

Our financial services industry landscape is rapidly changing – with increased complexity in technology, tax legislation, and an over-abundance of information, the expertise necessary to properly address and service our clients’ evolving needs is continuously expanding. 

As Fiduciaries, we are compelled to provide the best possible financial services and advice to our clients. We believe we have a duty to provide and deliver the most advanced financial planning and tax deferral strategies available. Through the CPA Fiduciary Alliance, our team of experts at Caitlin John Private Wealth Management are committed to ensuring you remain a Trusted Advisor, maintaining the highest level of engagement with your current client base, while also positioning you to attract and retain NEW and Affluent clientele. 

Our programs, partnerships, collateral and team of leading experts in the areas of 1031 Exchange transactions, qualified retirement plan implementation, and advanced insurance strategies will undoubtedly help provide the added value you require to remain highly relevant and competitive in the marketplace by meeting and exceeding the needs of your High Net Worth and Business clients and prospects. The game is changing. How will you adapt?

PARTNERSHIP BENEFITS

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Trusted Advisor

Retain your existing clients by driving engagement and displaying superior capabilities and expertise

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Differentiate Your Practice

Discover how these advanced planning strategies will differentiate you from your competitors and facilitate increased market share

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Command Premium Fees

Empower your practice through more comprehensive and coordinated financial services to command higher fees in the marketplace

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Boost Revenue

Learn about advanced techniques and solutions that you can increase revenue in your practice

Partnership Opportunities for CPAs

Become a Caitlin John Advisor

Are You Already an Advisor?

Not interested in being an IAR but still want to be compensated? 

Align your practice with a Fiduciary Advisor

Our Capabilities

Conventional Accounting Services alone are no longer enough to become the Trusted Advisor Business and Affluent Clients are looking for. How are YOU adding Value? 

Tax Deferral Techniques

Qualified Plans

Insurance Strategies

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