NEW BLOG POST 

How to Evaluate a Financial Planning Firm to Partner With
Choosing which financial planning firm to partner with can be time consuming and stressful. So, we’ve put together some tips on how to properly make this decision based on our own experiences working with our over 100 affiliated offices and successful CPAs for the past thirty-five years.

Add Comprehensive Financial
Services to Your Tax Practice

As an Accountant, you need a partner that will help you get licensed and build your business through financial advising.

financial paperwork
Learn How to Manage Your Client’s Wealth All Year Long

Do Your Clients Disappear After Tax Season?


  • Tax season is a busy time for accountants. But what happens when tax season is over? Do you have the right skills to serve clients throughout the year?
  • Whether or not you have your Personal Financial Specialist license, we want to get you licensed and on track to serve your ideal clients. All year long.
Our Experience + Your Drive

Become the Best Resource to All of Your Clients


  • We understand you want to be the best financial wellness resource to your clients. That’s why we equip you with the right tools to become a comprehensive leader in the financial services industry.
  • We have over 25 years of experience in finance and two billion dollars in assets under management. Our company was founded by a CPA and we have 100+ accounting firms operating with our help every day.
computer with financial program

0+

YEARS OF EXPERIENCE

$0.0BILLION

in managed assets

0+

Affiliated accounting firms


BECOME A LICENSED FINANCIAL SERVICES PROFESSIONAL

As an Accountant, You Shouldn’t Have to Rely on Tax Season


We know you want to offer top-level service to your clients all year long.  But as an accountant, sometimes you get stuck only offering tax advice. 


By working with FFP Advisors, we help you become a licensed Financial Service Professional who can offer a wide range of services to your clients.  This not only expands the type of services you can offer, but it provides additional revenue for your business all year long.  


Getting started is easy.  


Just book a Discovery Call and we will take you from earning all your income during tax season to creating a consistent revenue stream that lasts all year long.  

Expand your client-base

Gain revenue all year

Achieve consistent growth

Offer Top-Level Services

STARTING IS EASY

Book a Discovery Call Today


1

REQUEST A DISCOVERY CALL 

No strings attached - just give us a call to start the conversation!

2

FIND OUT THE "WAYS WE CAN HELP" 

We have a custom, proprietary framework called "Ways We Can Help" where we work with you to find out exactly how FFP can help you.

3

WATCH YOUR FIRM GROW 

Evolve into your new career as a comprehensive financial planner and cultivate business all year long.

female accountant, smiling
HOW WE CAN HELP

Services


The team at FFP Wealth Management, through the PASS system, has given me the opportunity to confidently grow my practice and help my clients meet their goals in a collaborative, consistent way.

- Independent CPA Firm, Mercer County, NJ

ARE YOU PREPARED FOR GROWTH?

Stop Wondering If Your Firm Will Survive Each Year


If you think that tax season is where all your income is, think again. Most accountants fail to take advantage of the other needs of their clients throughout the rest of the year. Don't settle for second-best and avoid:

Commoditization of Your Industry
Unclear Compensation Models
Unstable Revenue
Choosing an Untrustworthy Partner
EXPAND YOUR OFFERINGS

Become a Full-Service Leader in Finance


Attract New Clients Through Financial Planning Services
Don’t Settle for Clients that Leave You After Tax Season
Increase Client Loyalty
Increase Revenue and Services Offered