First Financial Advisors LC
25 Years of Successful Investment Management
Our Process
Our 5 steps to building your personalized portfolio is a trusted process and simple to understand. Discover how we build portfolios, tailored to your situation and your financial goals.
Discover & Define
We start by listening. We seek to understand and help define your goals, objectives, and risk tolerance to build a professional investment portfolio.
Analyze & Develop
Analyze your current holdings, objectives, and risk tolerance to build a customized portfolio.
Implement Strategy
As highly skilled professionals, we will implement a strategy to accomplish your goals.
Ongoing Portfolio Management
We regularly monitor your portfolio, making necessary adjustments to handle ever-changing financial conditions.
Our Services
Wealth Managment
Tax Planning
Estate Planning
Why First Financial Advisors?
First Financial Advisors is one of Utah’s leading investment advisory firms! Since 1998 we have been managing client assets through good markets and bad, helping clients successfully achieve their financial goals. We act as a trusted advisor to many families as part of the client’s professional team along with their CPA and attorney. Let us put our years of experience to work for you and your family.
Our Team
Rachel Moss
Chief Executive Officer
Bob Winder
Chief Investment Officer
Homepage
Paul Maxfield
Chief Compliance Officer
Brandon Moss
Client Support
