Consider the Potential
Expansion into financial advisory and wealth management makes sense for many reasons. Now, with PAA, you can offer your clients more than historical insight into their financial performance—you can give them a vision of their future.
Find out more about Expanding Your Services »
Experience the PAA Difference
The difference is in the power of partners. On your journey into financial services, we’re with you every step of the way. In fact, we’ll work with you onsite continuously, from start-up through integration and beyond.
Learn more about Our Unique Program »
Understand Your Options
PAA’s process gives you choices that allow you to expand efficiently into financial services while preserving the key values that have made you successful.
A 2007 AICPA/Moss Adams study showed that CPA financial planning practices averaged
In a recent study,
said creating alliances with experts is
important to the success of financial services expansion.
Source: Accountants as Wealth Managers
News
Updated August 20, 2009Financial Planning a Boon to CPA Practices, AICPA/Moss Adams Study Reveals. In a study of 431 CPA financial planning and investment advisory practices, average revenue jumped by nearly 35% per year.
CPA Financial Planning Firms are Growing Faster Than the Broader Financial Planning Industry. Read the summary of the AICPA/Moss Adams LLP 2007 Personal Financial Planning Practice Study.
For those CPAs thinking about expanding their practice to include financial planning, experts in the area offer the same three words of inspiration uttered by sports fanatics everywhere: "Just do it."
"Slott to advisers: 'Get visible, get remembered'" A high-tax environment can be a win-win for clients with a Roth IRA and for financial advisers who would like to expand their businesses, according to financial guru Edward A. Slott.