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Fee-Only Fiduciary Wealth Management in Florida
Your Trust Isn't Given.
It's Earned.
Since 1995, FirsTrust has served families whose wealth requires more than management. It requires coordination, foresight, and a team that has earned the right to advise at this level. Independent. Fee-only. Accountable only to you.
FirsTrust at a Glance
- 100%
Independent and Fee-only
- 1995
Earning Trust Since
- 97%
Client Retention Rate
- 32+
Average Years of Advisor Experience
Disclaimer
Client retention rate for calendar year 2025. Calculated as (client households at year end minus new clients acquired during the year) divided by clients at year start. Last updated 2/7/2026.
As Featured In
We answer questions like:
Is my plan actually built to last?
For
Our Services
What We Do
Coordinated wealth management across every discipline your family needs.
Financial Planning
Financial planning at this level isn't a binder you review once a year. We model scenarios around your liquidity, concentrated positions, and multigenerational goals, then stress-test them against market shifts, tax law changes, and life transitions. Your investment, tax, and estate decisions execute within that framework, and it adapts as your family's wealth evolves.
Cash Flow & LiquidityExecutive Compensation StrategyMulti-Entity Cash FlowPost-Exit Wealth Design
Learn moreFinancial Planning
Financial planning at this level isn't a binder you review once a year. We model scenarios around your liquidity, concentrated positions, and multigenerational goals, then stress-test them against market shifts, tax law changes, and life transitions. Your investment, tax, and estate decisions execute within that framework, and it adapts as your family's wealth evolves.
Cash Flow & LiquidityExecutive Compensation StrategyMulti-Entity Cash FlowPost-Exit Wealth Design
Learn more
Adi Dassler — Founder of Adidas
FirsTrust served as independent advisors to the Dassler family, founders of Adidas. We are not affiliated with the publicly traded company, Adidas, Adidas AG or its subsidiaries.
Case Study
Designing a Multigenerational Family Office
In 2014, the Dassler family chose FirsTrust to build a private Family Office with global investment access and independent oversight. The Adidas legacy wealth for three generations was later managed through the Adi Dassler Family Office, engineered by the “good thinkers” at FirsTrust.
If your wealth has outgrown ordinary advice, we should talk.
Articles, Insights & More
From our team and the institutional leaders we sit across from
Firm News & Updates
Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast
Read more: Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast
Firm News & Updates
Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next
Read more: Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next
Firm News & Updates
Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market Outlook
Read more: Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market OutlookChartered, Registered & Certified
