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What We Do Differently
FirsTrust is an independent, fee-only fiduciary that has advised Florida families for thirty years. Our team brings together specialists in investment management, financial planning, tax strategy, and estate law, working collaboratively, compensated exclusively by the families we serve.
How FirsTrust Began
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.
Our Foundation
Why Families Choose FirsTrust
Every FirsTrust client is served by a team of senior professionals: a financial planner, a chief investment officer, a trust and estate advisor, and a tax strategist. Each has spent decades in their discipline and holds the advanced credentials to match.
That team works across your entire financial life. Investment decisions reflect your tax position. Estate planning stays aligned with the portfolio. Changes in one area are accounted for in every other.
This is a level of coordination that a solo advisor cannot staff and that larger institutions tend to spread across departments that rarely speak to one another. We built FirsTrust to occupy the ground between: experienced enough to handle real complexity, focused enough to know every family we serve.
1995Earning trust since
97%Client retention rate
32+Years avg. advisor experience
100%Fee-only since founding
Disclaimer
Client retention rate for calendar year 2025. Calculated as (client households at year end minus new clients acquired during the year) divided by clients at year start. Last updated 2/7/2026.
The FirsTrust Difference
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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
The first step is finding someone you can trust. That principle is why FirsTrust exists, and why we named the firm after it.
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Choose a True Fiduciary
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If your wealth has outgrown ordinary advice, we should talk.
Articles, Insights & More
From our team and the institutional leaders we sit across from
Firm News & Updates
Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast
Read more: Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast
Firm News & Updates
Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next
Read more: Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next
Firm News & Updates