Leverage for Scale

Henry Bragg joined the Wealth Advisor Alliance in December 2020 with his business growing to AUM of almost $300 million since then. Read about Henry’s journey and how the WAA and Forum Financial Management have contributed to his success.

Adding Financial Advisory Services to Your Accounting Practice

Learn how providing financial ad­visory and wealth management services as a CPA can provide clients with a complete package of financial guidance that meets their needs.

Case Study: Partnership

How Forum Financial Management allows you to own your business while better leveraging your time to raise client engagement, referrals and revenue.

Case Study: Succession

How Forum Financial Management implemented a very sticky internal client transition program.