1st Global

1st Global partners directly with CPAs and financial advisors of high-quality CPA firms like Hatcher Financial who are committed to excellence in providing holistic wealth management and tax and accounting advice and services to their clients.

1st Global was established in 1992 with a core belief that CPAs and tax professionals are uniquely qualified to provide comprehensive financial guidance to clients.  1st Global is driven by a belief in personal responsibility and having the discipline to always do the right thing.  With a focus on leading academic research, proven best practices, comprehensive financial planning and informed consulting, we have the privilege to provide essential operations and support to over 400 CPA and financial planning firms nationwide.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.  Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.  Please note that not all investments and services are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives.  Although Avantax Wealth MangamentSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. 

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.  Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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