At Pillar Financial Group, we believe the most effective financial strategies come from a coordinated team approach. That's why we partner with Certified Public Accountants (CPAs) to provide clients with an integrated wealth and tax planning experience.
Our strategic CPA partnerships ensure that investment decisions, retirement plans, and estate strategies are aligned with each client's unique tax position - maximizing opportunities while minimizing unnecessary liabilities.
Building the Future – Partnering with the Growth-minded
Our independent and fiduciary-based approach affords Pillar FG to collaborate, build, and grow with like-minded partners. Among the partners we work well with are CPAs and Financial Advisors looking for the right platform to grow.
Benefits for Clients
Holistic Planning
Clients receive a coordinated strategy that considers both long-term financial goals and current tax predictions.
Proactive Tax Strategies
Together with CPAs, we identify opportunities to reduce tax burdens before year-end deadlines.
Streamlined Communication
Clients avoid the back-and-forth between separate advisors; our teams collaborate directly for efficiency and accuracy.
Informed Decision Making
Every recommendation considers its impact on both net worth and tax exposure.
How We Work With CPAs
Our partnership is built on open communication, mutual respect, and a shared commitment to client success. We:
- Coordinate financial and tax planning meetings.
- Share relevant data and projections (with client consent).
- Align on key strategies before presenting recommendations.
- Maintain ongoing communication to adjust plans as circumstances change.
Why CPAs Value This Partnership
Expanded Service Offering
CPAs can offer clients a broader range of financial insights without adding extra workload.
Stronger Client Retention
Collaborative service strengthens client loyalty and trust.
Shared Expertise
Both firms benefit from cross disciplinary knowledge, leading to better client outcomes.
At the core, our CPA partnerships are about teamwork, trust, and delivering exceptional value. Together, we help clients not only grow and protect their wealth - but also keep more of it.
