Just the facts...






Where are we located?

  • Corporate office: Daytona Beach, Florida.
  • Satellite offices: Orlando, Tampa, Boca Raton, Sarasota and The Villages.

Where are FirsTrust clients located?

  • Most clients are in Florida; many are across the country; some have been international.

Where are the clients' accounts held?

  • Don't just trust investment advisors not to "Madoff" with your money - just don't give it to them in the first place.
  • 100% of FirsTrust clients hold their funds at a major financial institution (preferably a discount custodian.
  • Clients may authorize us to make investments in their accounts according to a written Investment Policy Statement. 
  • We can also help clients with their 401(k) plans and accounts that are held at other institutions. 

Who are we?

Most members of our FinancialTeam have worked together for 20+ years.

  • We are Fee-only fiduciaries with absolutely no sales compensation.
  • Former large-corporation advisors who would rather serve than sell
  • FirsTrust originated in Central Florida in 1997.
  • Advisor owned and operated. 
  • SEC-registered financial advisors and investment managers.
  • FinancialTeam Advisors have advanced financial certifications and 10 to 30+ years of experience.
  • Advisors have undergraduate and master degrees in economics, finance, tax and law.
  • Advisors complete an average of 30 credit hours of continuing education every year to remain fluent in their fields. 
  • Who has FirsTrust advised?
  • Affluent retirees.
  • Those who aspire to become an affluent retiree.
  • Full Family Office services are available for families of significant wealth.
  • Consumers seeking trustworthy financial guidance.
  • Retirees seeking a consistent, tax efficient income.
  • Families seeking to achieve short, mid and long-term financial goals. 


Why do people choose FirsTrust?






What does FirsTrust do?






When are FirsTrust’s recurring activities?

  • Our corporate office is open Monday - Friday from 9-5, excluding holidays.
  • Our clients can also usually reach us on weekends and holidays if necessary.
  • Our advisors typically meet with clients for quarterly reviews.
  • Our FinancialTeam collaborates every Monday morning about clients and activities.
  • Service fees are payable quarterly, in advance.
  • When can I request more information? Now