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FIRST Financial Group

EST. AUM
$316,961,802

CONTACTS

CLIENT ACCOUNTS
1,026

Firm Details

Metro area Raleigh
CRD Number 134006
Website ffgplanning.com
Client types

Overview

FIRST Financial Group Corporation is an independent, fee-only registered investment adviser (RIA) headquartered in Raleigh, North Carolina. Operating under a strict fiduciary standard, the firm delivers tailored wealth management solutions, including portfolio management, financial planning, and independent consulting services for multi-generational families, retirees, and individual investors. Their investment methodology centers on structural cost-efficiency, primarily utilizing exchange-traded funds (ETFs) and institutional mutual funds to construct globally diversified asset allocation models. The firm generally requires a minimum investment threshold of $325,000 to maintain an advisory relationship and maintains a focus on building long-term, objective financial roadmaps for its clients.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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