Forward Advisors collaborates with CPAs and accounting firms to deliver proactive, holistic financial planning to their highest-value clients — through a Team-Based Model and Virtual Family Office.

A planning partner your clients will thank you for.

WHY COLLABORATE

Bring advisory depth to your firm, without building it from scratch.

You bring decades of trust with your clients. We bring a Virtual Family Office, a documented planning process, and the time to model strategy across years — not quarters.



Most CPA-advisor partnerships fail because the advisor wants to control the relationship. Ours is built the other way around — the CPA stays at the center, and we do the planning work behind the scenes.

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A Virtual Family Office for Your Firm

Plug into national specialists across tax, legal, risk, investment, and business advisory without hiring or restructuring.

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You Stay at

the Center

We work alongside you. Your client relationship, billing, and trust remain yours. We bring the planning bench.



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Proactive, Not Reactive

Move beyond compliance. We help convert tax returns into multi-year strategy that creates measurable client outcomes.

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Built for

Collaboration

Documented planning process, modern technology, and a Team-Based Model designed for true co-advisory.

THE MODEL

How a partnership actually works.

01


Discovery

We start with a conversation about your firm, your clients, and the planning gaps you see in their lives.

02


Co-Advisory Engagement

We define how we work together — referral, co-advisory, or fully integrated planning teams around mutual clients.

03


Coordinated Delivery

Your tax expertise paired with our Virtual Family Office. Documented processes, shared insights, real outcomes.

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WHO THIS FITS

Built for Accountants who want to deliver more.


We work selectively. We're not the right fit for every firm — and that's the point. Our partnerships are long-term, relationship-driven, and outcome-focused.





  • Independent CPA firms serving HNW individuals &
    business owners
  • Tax practices ready to expand into advisory without building a wealth arm
  • Accountants whose clients are asking for coordinated
    financial guidance
  • Firms whose founders want a succession-aware
    planning partner

Let's talk about your best clients.

A 30-minute conversation is the best way to see if a partnership makes sense. No pitch, no pressure.