Why Us?
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. Because of our size, we are able to deliver exceptional service, professional portfolio management to hedge against risk and optimize returns. Custom-built and dynamic portfolios created to help you reach you financial goals.
Our Mission
Know our Clients
Put the Clients’ Interests First
Know the Financial Markets Inside & Out
Optimize Returns While Minimizing Risk
Actively Monitor & Manage Portfolios
Communicate & Report Regularly
Why First Financial Advisors LC
Comprehensive
Our firm supports team members and their families in their quality of life choices. We are entirely committed to our clients while at work. We will be entirely honest, truthful and authentic in all documents, filings, information flow and personal communications. We expect all team members to live by the motto: Always do the right thing!
Experience
We expect to earn each client’s trust and business over and over again for the life of the business. We do this by meeting and exceeding client expectations, and by maintaining genuine and positive personal relationships. Our work will always be accurate and timely and we stand by everything we do. Documents and filings will always be on time when we have all required information from the client..
Exceptional Service
We expect to earn each client’s trust and business over and over again for the life of the business. We do this by meeting and exceeding client expectations, and by maintaining genuine and positive personal relationships. Our work will always be accurate and timely and we stand by everything we do. Documents and filings will always be on time when we have all required information from the client..
Small Team – Big Offering
Much work can be accomplished electronically, but we also believe in frequent face-to-face consultation. Our office is always open to clients. The owner and team members also visit clients in their offices as needed.
Accessibility
Although much work can be accomplished we believe frequent face-to-face consultation can help ensure that our service meets your expectations. We also understand that coming to the office isn’t always possible. We have the ability to meet face-to-face, talk over the phone, or even virtually through online meeting. We are committed to being accessible so that you can always count on us.
First Financial Advisors LC Services
Investment Management
- Mutual Funds
- Stock
- Bond
- ETF
- Option Strategies
- Roth IRA
- Traditional IRA
- SEP IRA
- SIMPLE IRA
- 401k and Profit Sharing
- Defined Benefit Plans
- Trust
- Brokerage Accounts
- Roth Conversions
- Rollovers and Consolidation
- Tax-Loss Harvesting
- Tax-Managed Investment Portfolios
- Socially Responsible Portfolios
Portfolio Management Services
- In-Depth Market Research
- Discretionary Management
- Low & Transparent Fees – No Commissions
- SIPC – Securities Investor Protection Corp.
Reach Us
To start a FREE initial consultation, pick up the phone or send us a message to speak with one of our professionals. we look forward to hearing from you.
