Firm News & Updates
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.
Our Foundation
Why Families Choose FirsTrust
Every FirsTrust client is served by a team of senior professionals: a financial planner, a investment manager, 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.
Our Roots
In the summer of 1995, three financial advisors sat in the corner of an Irish pub in Orlando, talking about the part of the job they could no longer defend. They were good at the work and well paid for it, and they carried the business cards of a major Wall Street firm. But their income depended on meeting sales quotas, and the only investments they could recommend were the ones their employer profited from. They were paid to sell, not to advise. It was not the kind of advisor any of them had set out to become.
Before the night was over, they had sketched the alternative on a cocktail napkin: a firm with no quotas, no proprietary products, and no loyalty owed to anyone but the client. Paid by the families it served, and answerable to no one else. That napkin became FirsTrust.
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
Resource Center
What "Fee-Only" Really Means — And Why Your Advisor's Compensation Model Matters
Read more: What "Fee-Only" Really Means — And Why Your Advisor's Compensation Model Matters
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