Trust is Earned.
Fiduciary has become a buzzword these days. Not for us. It’s all we’ve ever known and all we’ve ever been. Simply put, a fiduciary is required – in all circumstances – to put your interests ahead of its own. The First has been doing that since 1922.
Our Wealth Management Group has earned the confidence of thousands who want to grow, preserve, or just protect the assets they’ve been accumulating. We provide one-on-one consultation, comprehensive knowledge, and the desire to see you reach your financial goals.
Call 215.968.4872 and schedule your appointment with someone you can trust today!
Explore Wealth Management Services from The First
Investment Management
Partner with our Wealth Management Group to build an investment plan based on a long-term growth strategy with some of the lowest fees available.
Learn more Financial Planning
When you partner with our team of highly-trained Certified Financial Planners™, you’ll receive an individualized plan based on your financial goals.
Learn more Trust Services
The Wealth Management Group at The First can assist you when working with an attorney to create a trust as well as the services of a professional fiduciary.
Learn more Estate Administration
Our staff of professionals can handle the duties of an executor and work towards the efficient settlement of estates of all sizes.
Learn more