As fiduciary advocates, our job is to guide you to your financial objectives
while protecting against threats to your financial security along the way.
You will never receive a sales pitch.
Fee-Only advisors spend their time getting results for clients, not chasing new sales - and nothing we do is ever influenced by a production quota, promotional incentive, transaction fee, commission, bonus or all-expense-paid "conference" in Vegas.
You'll never relinquish control.
All accounts remain under your authority, all investment decision-making is governed by your written policies, and a clear picture of everything you own is available 24/7 with real-time account values on your Personal Financial Website.
Your financial plan will never accommodate a corporate profit agenda.
FirsTrust advisors evaluate and compare financial components from all across the globe - not just one company’s menu of choices that benefit their corporate shareholders.
You’ll receive expertise from actual experts.
The Jack-of-all-trades is a master of none. Assemble your own FinancialTeam of one or more retirement, investment, tax, estate and/or financial planning specialists with expert credentials and many years of practical experience.
You’ll never be just another customer.
We don’t want millions of customers navigating an automated phone tree and endlessly sitting on hold. We want to create long-term client relationships with concierge-level service, and deliver consistent value by analyzing taxes, eliminating unnecessary expenses and transaction fees, and effectively managing your risk exposures.
You’ll have a customized plan to achieve what you want - when you want it.
No one-size-fits-all solution. No robotic rule-of-thumb. No cookie-cutter model portfolios. No template estate plans. FirsTrust provides thoughtful customization in everything we do by choosing your FinancialTeam specialists, custom-tailoring your financial plan, constructing your investment portfolio, codifying your legacy and collaborating regularly.
You’ll never have to search fine print for full disclosure.
At FirsTrust, we go beyond the fiduciary duty to disclose conflicts of interest - we'd rather eliminate them.
There is simply no reason for you to pay more or settle for less!
FirsTrust subscribes to a Best Practices Code of Conduct and participates in educational events across the country to help investors, as well as industry regulators and congressional legislators, understand that they should expect more from a TRUE fiduciary advisor. Let's start the conversation, and you'll discover the many benefits of partnering with an experienced, unbiased, Fee-Only Advisor at FirsTrust.