"The stakes are so high in investing that you should consider fee-only planners. You won’t have to worry about conflict of interest. Their success will depend on your good word of mouth and how well they did by you."
- Clark Howard
Welcome to FirsTrust
Independent, Fee Only Financial Advisors
Often imitated. Rarely duplicated.
Not available at the bank or brokerage.
Professional Wealth Management
without the Wall Street profit agenda.
No sales pitches. People hire us to help achieve their financial goals, and they keep us as long as we are getting results. Period. So, while other financial advisors are out chasing their next sale, we are financially motivated to focus on minimizing your taxes, managing your investment risks and eliminating unnecessary layers of fees and expenses in your accounts.
No corporate handcuffs. Your investment choices should never be limited to those that make a profit for the house. At FirsTrust, we are free to evaluate and obtain investment offerings from anywhere in the world, consolidate the best choices into your own private accounts, and monitor everything you own, wherever it may be located, on one secured web-portal - 24/7.
No rookies. Our credentialled Financial Planning, Investment Management, Tax Planning and Trust & Estate experts are 20 to 30-year veterans in their respective fields and supported by a Service Team with nearly 80 collective years at the firm.
Whether accumulating wealth or already world-famous wealthy, we've been the trusted Financial Advisors of discerning families across Florida & around the world.
Click to see how we would approach YOUR financial goals.
Wealth Investment Trust & Estate
Management Services Management
Want to know if YOUR advisor is truly "Fee-Only"?
Look for the trademarked logo of the National Association of Personal Financial Advisors. As NAPFA-Registered Financial Advisors, FirsTrust affirms by sworn Fiduciary Oath to eliminate the conflict of interest that is created by commissions, incentives and other forms of compensation offered by third parties.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™.
CFA Institute owns the certification marks CFA® and CHARTERED FINANCIAL ANALYST™.
Investments & Wealth Institute owns the certification marks CIMA® and CERTIFIED INVESTMENT MANAGEMENT ANALYST®.
Daytona Beach Atlanta Orlando Tampa Sarasota West Palm Boca Raton
See what you can expect from our expert Private Wealth Management services.
video length: 2 minutes 31 seconds.
A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.
video length: 83 seconds
Click here to see our amazing tools for organizing, collaborating, tracking and monitoring your entire financial profile.
video length: 2 minutes 17 seconds