Good Advice... or Just a Good Sales Pitch?
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"Financial companies often pay advisers more to promote certain products rather than to recommend what is best for their customers. That incentive creates what is known as a conflict of interest. And conflicts of interests sometimes can cause advisers to give bad advice."

-U.S. Dept of Labor - 2017

We know what happens behind the scenes on Wall Street.

We are a FinancialTeam of experts who broke away from the big institutions and dedicated our careers to making sure it doesn’t happen to you.

When seeking expert guidance with your investments, retirement or estate planning, the FIRST thing to do ... is find someone you can TRUST.

Welcome to FirsTrust.

True Objectivity
True Objectivity

Our pure, Fee-Only financial advisors are never influenced by sales commissions or incentives.

True Expertise
True Expertise

Our FinancialTeam advisors have the knowledge of accredited experts and the wisdom of 20-30 year veterans in their fields of expertise.

True Independence
True Independence

Our investment recommendations aren't dictated by a corporate profit agenda. We are free to evaluate investments from anywhere  and acquire those that best meet your objectives.

True Value
True Value

Our paychecks depend solely upon delivering consistent results, and the cost of our services is often minimized by reducing your current taxes and investment expenses. There is no reason for you to pay more or settle for less.

True Customization
True Customization

The best financial plans are tailored to your specific objectives, not just a "rule of thumb". And the best results come from implementing a sound investment process, not just "allocating" your money among cookie-cutter models.

True Transparency
True Transparency

It's your money - you have the right to insist upon true transparency; absolute clarity about all fees and expenses in your accounts without volumes of legal fine-print and convoluted statements.

See How We Would Approach
Your Financial Goals
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Why Hire Us?

See what you can expect from our expert Private Wealth Management services.

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How Risky Is Your Portfolio?

A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.

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Cutting Edge Technology

See our amazing tools for organizing, collaborating, tracking and monitoring your entire financial portfolio.

Wealth Management
Wealth Management
Learn More
Investment Management
Investment Management
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Trust & Estate Management
Trust & Estate Management
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Stay Informed With Our Resource Center

Continued education is essential to understanding finances; for both professionals and consumers. Please take a look at the following blog and other contemporary articles that you may find relevant, and by all means, feel free to contact us with your questions. 

blog
6/20/2019
Bracketology For Your Broker: 4 Ways to Know If You Have a Final Four Advisor

Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs. Read More

blog
6/20/2019
What Designations Should Your Financial Advisor Have? by Peter Lazaroff, Contributor Personal Finance

Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs. Read More

blog
6/20/2019
What Is NAPFA (National Association of Personal Financial Advisors? by Liz Smith

Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs. Read More

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