The AICPA Community For Young Financial Advisers

About Us

We started out as a small group of young CPA financial planners who came together at the annual AICPA Advanced PFP Conference. We recognized a lack of other young professionals at this conference and joined together to help change that. Our aim is to build a community of young advisers where we can share ideas, communicate about important topics, help each other overcome challenges and advance our careers. Our members typically have a technical background but you do not need to be a CPA to join us. We are just starting out on this journey and would love to hear from you and find out how we can help you!


We are an AICPA backed organization here to help develop the next generation of leaders in the financial planning world.

Under 40

Everyone in our group is under 40 years of age but there is no minimum experience requirement.


We hope to build strong and long-lasting personal and professional relationships that will help us all grow not just our business but in our personal lives as well.

Founding Members

Chris Benson

L.K. Benson & Company, Baltimore, MD

Clark Blackman, III

Patriot Wealth Management, Houston, TX

Chris Kowal

Homrich Berg, Atlanta, GA

What's New?

Our latest blog posts
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