Raleigh, NC Office
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First Financial Group
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Firm-wide stats for First Financial Group
About
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.
Based on First Financial Group
Expertise
Based on First Financial Group
Location
1100 Logger Ct, #B101
Raleigh NC 27609
Advisors at this office
3
Advisors at this office
Deborah M
Series 65
Raleigh, NC
First Financial Group
Deborah Mcmanama is a financial advisor at First Financial Group in Raleigh, NC, holding a Series 65 designation with six years of industry experience. She has been with First Financial Group since 2011. First Financial Group serves individual investors, trusts, estates, and business entities, providing portfolio management, consulting, and financial planning services tailored to both non-high-net-worth and high-net-worth clients. The firm’s investment approach combines fundamental and cyclical analysis with customizable strategies, including discretionary management and the use of unaffiliated sub-advisors.
Tommy L
Series 65
Raleigh, NC
First Financial Group
Tommy Lewis is a financial advisor at First Financial Group in Raleigh, NC, holding a Series 65 designation with three years of industry experience. Prior to joining First Financial Group in 2022, he was affiliated with East Carolina University and Wakefield High School. First Financial Group serves individual investors, trusts, estates, and business entities, providing both discretionary and non-discretionary portfolio management along with financial planning services. The firm employs a client-driven investment approach that includes fundamental and cyclical analysis, customized portfolio construction, and ongoing monitoring.
Kurt U
Series 66
Raleigh, NC
First Financial Group
Kurt Underhill is a financial advisor with First Financial Group in Raleigh, NC, holding the Series 66 designation and bringing 22 years of industry experience. He has been with First Financial Group since 2012 and has also been involved with Mood Food Records, a record label, since 1994. First Financial Group serves individual investors, trusts, estates, and business entities, offering portfolio management and financial planning tailored to both non-high-net-worth and high-net-worth clients. The firm employs a client-driven investment process that includes fundamental and cyclical analysis, customized portfolios, and may utilize non-core strategies such as option writing and margin transactions.
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