FirsTrust, LLC

Overview
Hours
Products

113 Executive Circle, Daytona Beach, Florida, 32114
(386) 788-3737
https://www.financialteam.com/

About FirsTrust, LLC

Established August 2025

FirsTrust is an independent, fee-only fiduciary wealth management firm serving clients across Florida since 1995. 100% employee-owned, our team of seasoned specialists (CFP®, CFA®, ChFC® and other credentialed professionals) provides comprehensive financial planning, investment management, strategic tax planning, and advanced trust & estate services. We never accept commissions or third-party incentives, so our advice is always aligned with our clients’ best interests.