A complete list of active advisors currently associated with First Financial Consulting

Warmer can help you find a great advisor at First Financial Consulting or one who fits your needs even better.

First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable, project-based or ongoing services that address retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession. The firm develops individualized asset allocation models and concise investment policy statements and recommends investment managers and implementation steps, but does not accept discretionary authority to trade client accounts. Clients retain custody of assets and the firm assists with implementation and monitoring at the client’s direction, typically reviewing portfolios on a quarterly basis if requested. Distinctive for a team-sized adviser, First Financial’s business is primarily non-discretionary — the firm explicitly does not take ownership or custody of client assets, does not vote proxies, and relies on client-selected custodians and client-directed implementation. The brochure also notes a long operating history, adherence to a formal fiduciary/code of ethics framework (including NAPFA/CFP standards), no disclosed disciplinary history, and business continuity and information security programs.

To learn more about the advisors currently working at First Financial Consulting, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.