We’re Uniquely Qualified—Just Like You

Your tax background gives you unique qualifications as a financial advisor. Our focus on helping tax and accounting professionals build their wealth management practice makes us uniquely qualified to help you.

Focused on Businesses Like Yours

We are the leading growth consultant for tax and accounting professionals and CPA firms integrating wealth management into their practices. Together, we create a personalized road map for our advisors and their clients.



Dedicated Support

Navigate product offerings and client support through our one-on-one consultations.

Marketing Support

Develop and oversee marketing communications and web strategy seamlessly using our Connect2Clients® platform.

Practice Management

Grow your practice by focusing on the five measures of business success using our Pentameter® tool.

Wealth Management

Access our advisory and institutional-grade portfolio tools, education, and market research.

As the premier independent broker-dealer focused on building the practices of independent tax and accounting professionals like you, Cetera Financial Specialists has a unique perspective on what it takes to help you thrive in today's ultra-competitive marketplace. We deliver the technology, insight, support and expertise you need not only to provide the highest level of service to your clients, but also to help you build the business you want and achieve your vision of success.