"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
Retirement, Investment & Estate Planning without a conflicting profit agenda.
Often imitated. Rarely duplicated. Not available at the bank or brokerage.
7 STEPS ABOVE & BEYOND
The Fiduciary Duty To Serve Your Best Interest
Unlike most "fiduciary" firms, we believe your best interest is served by Advisors who never receive sales commissions from anything they advise you to do.
We believe knowing what’s actually in your best interest requires the wisdom of highly accredited experts with 20 to 30 years of experience, and the competence of a Service Team with nearly 100 years collectively working together at the firm.
We believe it’s in your best interest to minimize taxes and investment expenses, to choose the services you want without paying for those you don't, and to work with advisors whose compensation motivates them to get results - not chase new sales.
We believe finding what's best requires the freedom to look beyond one bank or brokerage menu; to evaluate and compare investment offerings from anywhere and acquire the most appropriate choices for our clients.
5. TRUE CUSTOMIZATION
We believe your unique interests are served best by specialized experts instead of one-size-fits-all advisors, and investments that are tailored to your specific objectives instead of model portfolios.
6. TRUE TRANSPARENCY
We believe it's in your best interest to trust and verify, with full control over your accounts, clear disclosure of fees, easy access to your advisor(s), understandable reporting, and cutting-edge technology that gives you simple, 24/7 monitoring of everything you own on one screen.
7. TRUE ADVOCACY
We believe your financial interests should be protected, and having a trusted Advocate in your corner to help fend-off financial predators and misguided sales pitches can be priceless.
Whether accumulating wealth or already world-famous wealthy, we've been the trusted Financial Advisors of discerning families across Florida & around the globe.
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