FirsTrust, LLC Email Format

Financial ServicesFlorida, United States2-10 Employees

FirsTrust, LLC is a financial services firm registered as an SEC-Registered Investment Advisor, headquartered in Daytona Beach, Florida. It positions itself as a fee-only, independent advisory team that emphasizes fiduciary responsibility, offering a broad a range of services delivered by a collaborative group of experts including financial planners, retirement specialists, tax and estate planners, and investment managers. The firm aims to help clients organize resources, prioritize goals, and compare investment options from multiple institutions to assess cost, tax efficiency, and risk, while providing ongoing monitoring and periodic adjustments. Its approach focuses on open architecture access to diverse investment offerings and a secure, real-time dashboard and document vault to support transparent, timely account oversight.

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