FirsTrust

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, an 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.

Meet our team
Picture of the Bar where the founders of FirsTrust created the company.
FirsTrust logo
The FirsTrust Difference

Verify Any Firm, Including Ours

The 8-Point Checklist shows how to confirm a firm’s structure, credentials, and incentives from public records.

Take the 8-Point Checklist
Road that splits down 2 different paths in wooded area

If your wealth has outgrown ordinary advice, we should talk.

Schedule a Conversation

Insights

From our team and the institutional leaders we sit across from

View All Insights