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When your next move matters, there’s no substitute for experience
Trust our FinancialTeam of experts to think several moves ahead.
FirsTrust at a Glance
- 1995
Year Established
- 100%
Employee-owned
- $0
Commissions or Third-party Incentives
- 32+
Average Years of Advisor Experience
There is simply no reason to pay more or settle for less
No product sales. No rookies. No divided loyalties.
True Fiduciary
Unlike most of today's fiduciary advisors, our professionals are never influenced by the lure of commissions or incentives, and remain focused on achieving results - not chasing sales.
True Expertise
Nobody is an expert in everything. We believe a collaborative FinancialTeam of specialists can provide broader and deeper expertise than a jack-of-all-trades. And often for a lower cost.
True Value
A Fee-Only financial expert can help you pursue your financial goals with confidence - guarding you against Wall Street’s hidden agendas while trimming avoidable risks, taxes, and expenses.
How We Can Help
Choose the scope of services you want and the depth of expertise that you need without paying for what you don’t.
Comprehensive Financial Planning
Holistic financial and retirement planning with an experienced, Fee-Only Certified Financial Planner® and 24/7 monitoring available on your Personal Financial Website.
Trust & Estate Planning
Protection, growth and tax efficient transfer of your estate with the peace of mind knowing that legacy care for your loved ones will be competently provided in your eventual absence.
Investment Management
Customized investment portfolio management with an ongoing effort to identify and minimize unnecessary taxes, risks and expenses.
Strategic Tax Planning
Ongoing analysis of your complete financial profile to identify and implement tax saving opportunities, collaboration with your CPA / tax preparer, and an efficiency review of your annual income tax return.
Family Office Services
A dedicated staff of FinancialTeam experts to run your family’s finances with the skill and discipline of an executive management team.
See what it's like to be a FirsTrust client
Experience how FirsTrust transforms complex wealth management into a clear, personalized financial plan.
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Articles, Insights & More
Practical advice, analysis, and tools for a confident financial future
Resource Center
How to Make the Most of Your First Month of Retirement
Read More: How to Make the Most of Your First Month of Retirement
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