The Alliance is your ally.

As an independent tax professional or financial advisor, you need more than back office support.

You need an ally.

Someone dedicated to standing by you, every minute of every day. A kindred spirit with a shared sense of independence, who understands the challenges—and opportunities—you face. And who will take the time to provide highly personal service, as well as state-of-the-art tools and resources.

At The Professional Alliance, we’ve been working with independent tax and financial professionals like yourself for well over a decade, offering support, guidance and direct access to Cambridge Investment Research, the industry’s leading independent broker dealer, with over 100 money managers and programs, responsive compliance and leading-edge technology.

With TPA, you get the support and services you need—and the trusted ally you deserve.

See if You Qualify