FirsTrust
Relying on one “financial planner” to be an expert in everything is unrealistic. That’s why FirsTrust offers our consulting clients access to a team of experienced specialists from the firm's 4 specialized divisions. Investment Management, Financial Planning, Tax Consulting, Trusts & Estates. We believe in having access to depth & breadth of knowledge, and we welcome the opportunity to collaborate with your other professional advisors.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.