Fee-Only Financial Advisor

FEE-ONLY FINANCIAL ADVISOR

Two senior-level financial advisors at our Daytona Beach office are retiring. We need experienced Certified Financial Planning practitioners who can transition seamlessly into our existing client relationships.

FirsTrust is an independent, Fee-Only, RIA in Daytona Beach Fl serving clients throughout the state. We provide comprehensive wealth management services to high net worth clientele as a FinancialTeam of specialists: our Chief Investment Officer oversees investment management, our Trust & Estate specialist oversees advanced T&E services; our Chief Operations Officer runs our in-house, multi-custodial platform (primary TD Ameritrade and Schwab.) We also have in-house new client business development.

We are NAPA-Registered Fee-Only Financial Advisors and we believe in serving our clients with true independence, verifiable advisor expertise and client loyalties that exceed the government's "fiduciary" standard. Please visit our website to make sure you're a cultural fit before inquiring.