Toll-Free: 1-866-625-4611

Retirement Plan Consulting


At FiduciaryFirst, our top priority is helping you achieve retirement plan success.read more >

Fiduciary Risk Management


At FiduciaryFirst, we're committed to mitigating the many forms of risk facing your organization every day.read more >

The Participant Effect

Positioning your plan for success means much more than just providing options to benefit your employees and your business.read more >

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Newsletter

FiduciaryFirst Advisors

Welcome to FiduciaryFirst, an independent, fee-only advisor dedicated to helping our clients build and manage highly effective retirement plans—all while sharing the investment fiduciary responsibility associated with each plan to mitigate corporate and personal risk.

As retirement plan, investment, and compliance specialists, we understand the complexities and nuances of today’s safe harbor regulations. We combine the pursuit of plan success and our unparalleled fiduciary services to offer solid, well-planned strategies for organizations and their employees. And we apply the powerful concepts of behavioral finance to help every plan pursue high levels of retirement readiness.

We're specialists. In effect, we are professional investment fiduciaries guiding plans of all types including:

  • Defined Contribution 401(k), 401(a) and 403(b) Plans
  • Defined Benefit Plans
  • Non-Qualified 457 and 401(a) Plans 

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to This email address is being protected from spambots. You need JavaScript enabled to view it.  us or call us at 1-866-625-4611. We look forward to working with you.

Blog

Is Your Company Vulnerable to Fiduciary Liability?
Commercial general liability insurance policies protect privately held companies from the risks of liabilities from lawsuits and other similar claims. Of course, those claims need to fall within the insurance policy’s coverage. Th...
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Putting Participants First: New Rules Proposed for Retirement Advisors
In February, President Obama announced that the Department of Labor would re-draft a rule that would require investment professionals who advise retirement plan participants to follow a higher standard. Essentially, the new propos...
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Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com 

Disclaimer

Securities and Investment Advisory Services offered through LPL Financial Member FINRA/SIPC.

 

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