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

That's what happens behind the scenes on Wall Street.

Over 20 years ago, we broke away from the big institutions and dedicated our careers to making sure it doesn’t happen to you.

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

Welcome to FirsTrust

True Objectivity
True Objectivity

Our Fee-Only financial advisors are never influenced by sales incentives.

True Expertise
True Expertise

Our advisor's knowledge comes from expert accreditations, and their wisdom comes from over 20 to 30 years of experience in their fields of expertise.

True Independence
True Independence

Your choices should never be limited or dictated by a corporate profit agenda. Independence allows us to evaluate investments from anywhere  to acquire those that best meet your objectives.

True Value
True Value

Our paychecks depend solely on delivering consistent results, and the cost of our services is often offset 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

A financial plan should be custom-tailored to your objectives, not just a "rule of thumb", and implemented with 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 on absolute clarity about all fees and expenses without worrying about hidden conflicts of interest.

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 your finances, collaborating with your advisors and monitoring your results.

Wealth Management
Wealth Management
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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 - both professionals and consumers. Please take a look at the following blog and other contemporary articles that you may find relevant, and feel free to contact us with your questions. 

blog
9/9/2019
Investing: What your advisor isn't telling you (By LISA GERSTNER)

Barbara Roper, director of investor protection for the Consumer Federation of America and a member of the Securities and Exchange Commission 's Investor Advisory Committee, discusses what investors should expect from brokers and advisers. Read More

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8/29/2019
Fee-OnlyNetwork.com - Fee-Only, Fiduciary, Independent

The only financial planner or investment manager that can offer truly objective advice is an independent advisor operating under a strict Fee-Only compensation model. Read More

blog
6/13/2019
How to Find a Fee-Only Advisor by Clark Howard

....Do you have money to invest, but you're not sure where to put it?  Most people who are unsure about investments hire someone to help.  Here's how to do that the right way.... Read More

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