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What We Do Differently
Independent. Fee-only. A team of specialists whose only obligation is to you, and whose only compensation comes from you.
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.
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.
Why Families Choose FirsTrust
Every FirsTrust client is served by a team of specialists: a financial planner, a CFA charterholder managing investments, a trust and estate advisor with a JurisMaster in Law, and a tax strategist with a Master of Taxation. They coordinate across your entire financial life so that investment decisions, tax strategy, and estate planning work as one plan, not three.
We're small enough that your advisors know your family. Deep enough that the expertise matches the complexity.
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
Not sure what to look for in an advisor? Our 8-Point Checklist helps you verify any firm's structure, credentials, and incentives, including ours.
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