Firstrust

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Fee-Only Fiduciary Advisors Florida | FirsTrust Open menu Private Wealth Management Group 800-585-9888 Client Login Contact Us Choose Wisely Fee-Only Fiduciary Wealth Management in Florida Your Trust Isn t Given. It s Earned. Schedule a Conversation Since 1995, FirsTrust has served a select group of families whose wealth requires more than management. It requires coordination, foresight, and a team that has earned the right to advise at this level. Independent. Fee-only. Accountable only to you. FirsTrust at a Glance 100% Independent and Fee-only 1995 Earning Trust Since 97% Client Retention Rate 30+ Average Years of Advisor Experience 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. Learn More About FirsTrust As Featured In We answer questions like: Who s coordinating my CPA, attorney, and advisors? What am I not seeing in my tax strategy? Are my trusts still doing what I think they re doing? Is my family prepared for what happens next? Is my plan actually built to last? For Business owners You built the business. The plan for what comes next deserves the same discipline. Families Your wealth has outgrown simple advice. Your plan should reflect that. Our Services What We Do Coordinated wealth management across every discipline your family needs. Financial Planning Tax Planning Investment Management Trust Estate Family Offic

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