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Private Wealth Management

True wealth management with a personal touch

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A Tradition of Serving Our Clients

25+ years

Caring for our clients' wealth and well-being for over 25 years

$4.2 Billion in AUM

First Foundation Advisors is entrusted with over $4 billion in assets under management (as of 9/30/17)

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One team dedicated to serving all of your wealth and investment needs

Personalized Solutions Based on Your Needs

True wealth management begins with understanding the clients' needs across all aspects of their financial lives. That is what we aim to offer each and every client of First Foundation Advisors.
Rick Keller , Chairman

Why Partner with Us?

Our sophisticated platform of private wealth management allows us to deliver solutions typically only found at large financial institutions, but with the personal touch you would expect at a boutique firm.

PWM Team Photo
Private Wealth Management

Meet Our Team of Experts

We have assembled some of the best and the brightest in the industry. Our team has come together over the unifying belief that clients should not have to sacrifice service for sophistication.

Our Expertise

Insights on Managing Your Wealth

Crystal Ball Gazing
Louis Abel, CFA®, CAIA
Investor Education – Going on a Diet: Cutting Back on Desserts from Three to Two
Steven B. Mills, J.D.
Hurricane Relief and Retirement Fund Hardship Withdrawals
Daniel Fan, J.D., LL.M., CFP®

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