Just the facts...

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Who are we?

8 members of our FinancialTeam have worked together for over 20 years.

  • We are former large-corporation advisors who would rather serve than sell
  • FirsTrust originated in Central Florida in 1997.
  • Employee/Advisor owned and operated. 
  • SEC-Registered financial advisors and investment managers.
  • FinancialTeam Advisors have advanced credentials and 10 to 30+ years of experience.
  • Advisors complete an average of 30 credit hours of continuing education every year to remain fluent in their fields.   
  • Fee-only fiduciaries with absolutely no sales compensation.
  • 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. 
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Why do people choose FirsTrust?

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What does FirsTrust do?

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Where are we located?

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

Where are FirsTrust clients located?

  • Most clients are in Central Florida.
  • Many are across the country.
  • Some have been international.
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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