wealth management for
the big 4
Becoming a Partner at a Big 4 accounting firm is a huge accomplishment with a lot of responsibility. It also brings means restrictions on the investments you can hold and demands a financial advisor that can navigate your firm’s personal independence requirements. Whether it’s PwC, Deloitte, Ernest & Young or KPMG, Infinity Financial Partners, LLC understands the importance of maintaining independence for you and your family.
We offer comprehensive financial planning, asset management and estate planning to Partners and employees of the Big 4. The stringent independence requirements of the Big 4 firms create three major constraints for Partners and their immediate family members:
The challenges
The stringent independence requirements of the Big 4 firms create three major constraints for Partners and their immediate family members: including fewer investment options, higher management costs, and compliance anxiety.
Our Solution
At Infinity Financial Partners, we believe that maintaining independence shouldn’t mean less-than-stellar customer service, lower portfolio performance or overpaying for investment advice. We know the investment challenges that come with being a Partner at a Big 4 firm and we “partner” with you to design a portfolio with your goals (and guardrails) in mind. We work with your compliance resource department to ensure than any investments are pre-cleared before acquisition and that you stay compliant by providing ongoing portfolio management to you and your immediate family.
If you’re a Partner or employee of a Big 4 accounting firm, let us help you plan for retirement and easily navigate your firm’s investment compliance process.
