"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.
Serving Your Best Interest
without the Wall Street profit agenda.
No conflicting interest. We believe your best interest is served by advisors who don't receive commissions from the things they advise you to do. So, while those guys are out chasing new sales, we remain focused on achieving your growth and income objectives, minimizing your taxes, managing your investment risks, protecting your estate, and eliminating unnecessary layers of fees and expenses in your accounts.
No divided loyalties. We believe the investments that serve your best interest are not those that serve the best interest of bank and brokerage shareholders. So, we maintain the freedom and the technologies to evaluate and compare investments from anywhere in the world, consolidate the best choices into your own private accounts, and provide you with 24/7 monitoring of everything you own on one secured web-portal.
No rookies. We believe serving your best interest requires the wisdom to know what's actually in your best interest - and the competence to make it happen. Our FinancialTeam Advisors are all accredited experts with 20 to 30 years of experience and a Service Team that has collectively spent nearly 100 years working together 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