North Palm Beach, FL Office

First Financial Group provides investment advice and planning to individuals, trusts, estates and business entities, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm delivers portfolio management, portfolio consulting, and financial planning services and reports discretionary management of roughly $317 million across several hundred client relationships.

The firm customizes portfolios using fundamental and cyclical analysis and may implement strategies through firm model portfolios, sub‑advisors, or predefined strategies, offering both discretionary and non‑discretionary arrangements and ongoing monitoring and rebalancing. It also administers discretionary oversight of certain held‑away retirement assets via a third‑party web platform that allows the adviser to rebalance those accounts without taking custody.

Noteworthy features include a stated minimum account size of about $325,000 (subject to waiver) and multiple planning engagement formats — fixed‑fee plans, annual retainers, and hourly consulting — offered alongside asset‑based advisory services. The brochure also discloses that some associated persons are licensed insurance agents who may receive commissions for insurance sales, and that the firm generally does not vote proxies on clients’ behalf.