Firm News & Updates
Competence Is Our Only Product
Expertise that exists only to serve your interests. No products to sell, no commissions to chase, just a seasoned FinancialTeam focused on your wealth, your retirement, and your family.
Everyone claims they’re different—who actually is?
Choose wisely with our 8-point Advisor Checklist and ensure your advisor truly serves you.
Private Family Office Case Study
See how our FinancialTeam guides high-net-worth families through markets, liquidity events, and multigenerational wealth.
Our Roots
Orlando, Florida; summer of 1995. Three successful financial advisors sat in the corner of an Irish pub, quietly lamenting a burden of conscience they could no longer ignore. They made a lot of money. They proudly carried Wall Street business cards. But their paychecks were dependent upon meeting a sales quota - and their investment selections were limited to a menu that accommodated their employer's profit agenda. This was not the kind of "financial advisor" they wanted to be.
That night, they sketched on a cocktail napkin the framework for a True Fiduciary advisory firm. Free from the influence of sales incentives, free from the dictates of Wall Street, and free to serve the client's best interest. That blueprint became FirsTrust.
Why FirsTrust?
Every client has access to an accomplished FinancialTeam. The firm is intentionally small enough to deliver a truly personalized experience, where your advisors know you and your goals, yet large enough to bring together seasoned specialists in financial planning, tax strategy, investments, and trust and estate planning.
Behind the scenes, that team is supported by institutional research, institutional-grade technology, and a disciplined process built to reduce blind spots and avoid mistakes. For you, it means coordinated advice instead of conflicting opinions, clear steps instead of confusion, and a team structured to improve your long-term, after-tax outcomes and protect the people and priorities that matter most.
The FirsTrust Difference
Tap a feature to learn more
Measurable Value
Depth of Expertise
Total Customization
Undivided Loyalty
The FirsTrust Difference
Complete Transparency
Security & Control
True Objectivity
Concierge. Care. Courtesy.
The First step is to find someone you can Trust
Wall Street is paved with the broken dreams of everyday Americans who followed a “fiduciary” roadmap straight down someone else’s road to riches. The potholes are intentional. Every detour leads to another tollbooth. Park there overnight and the locals will rob you blind. This is why our founders created the firm - to give you the one thing Wall Street can't; Trust.
Hover over a feature to learn more
Choose a True Fiduciary
In 2024, the securities and investment industry spent over $153 million lobbying. Understanding how the advisory industry works helps you ask better questions. (Source)
Ready to see if we're the right fit?
If your wealth has grown beyond what simple advice can manage, we should talk.
Articles, Insights & More
Tax strategy, estate planning, and investment perspectives for high-net-worth families
Firm News & Updates
Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market Outlook
Read more: Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market Outlook
Firm News & Updates
Asset Protection for Physicians: How to Shield Your Wealth from Malpractice Liability
Read more: Asset Protection for Physicians: How to Shield Your Wealth from Malpractice Liability
Current Events