FIRST... find someone you can TRUST!

FirsTrust is an ensemble of accredited financial experts

who provide customized Private Wealth Management services

without hidden sales agendas or conflicting Wall Street loyalties.

Come see what "serving the client's best interest" looks like.

True Objectivity
True Objectivity

As true Fee Only advisors, our judgment is never clouded by marketing incentives, and we remain focused on taking care of our clients - not chasing new sales.

True Expertise
True Expertise

Our FinancialTeam advisors have expert accreditations and decades of practical experience in their respective fields of expertise.

True Independence
True Independence

As a completely independent firm, our loyalties are never divided between our client's best interest and a Wall Street employer's profit agenda.

True Value
True Value

We are paid to deliver consistent results and competent service; plus, our fees are often offset by reducing your taxes and investment expenses. There is no reason for you to pay more or settle for less.

True Customization
True Customization

Every client's financial plan is custom-tailored to their objectives, not just a "rule of thumb", and implemented with a sound investment process, not just "allocated" 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
 
Why Hire Us?

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

 
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.

 
Cutting Edge Technology

See our amazing tools for organizing your finances, collaborating with your advisors and monitoring your results.

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 feel free to contact us with your questions. 

blog
9/2/2020
What is a Fiduciary Financial Advisor?

A fiduciary is defined by the legal and ethical requirement to put your best interest before their own. Read More

blog
9/1/2020
The Truth About Financial Advisors’ Services And Fees

So, you have decided you want to leave the DIY behind and get some help with your money. That is until you start searching and find that you need a degree in finance just to understand the different types of services and fees. Save yourself some time with this guide to the most common types of advisors, how they are paid and the duty they owe to you as their client. Read More

blog
8/25/2020
2020 VOLUNTEER OF THE YEAR AWARD WINNERS

As a former president and long-time board member, Chris Cannon has a deep history with CFA Society Orlando. He has also served on the CFA Institute US Advocacy Advisory Council and the CFA Institute Annual Conference Committee. Most recently, he served as Advocacy Chair and displayed exceptional leadership, launching the first ever Florida state-wide Ethics Challenge. Read More

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