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 email us or call us at 407-740-6111. We look forward to working with you.

Click Here to view our Education Center

Are you acting as a fiduciary for your company's retirement plan?

As an employer who sponsors a retirement plan, your goal is to help your employees retire with dignity. But if you’re serving as your plan’s fiduciary, it’s very likely you’re exposing yourself and your company to unnecessary liability and potential litigation in the process.

If you’re like most employers, you probably don’t know what you don’t know about your fiduciary risk. From fiduciary risk management to fiduciary due diligence, FiduciaryFirst can help.CLICK HERE for more information.

FiduciaryFirst News 

Did you know about our Inside Retirement Webinar Series? Join us each quarter as we explain the changing 401(k) regulations and discuss how these changes might affect your corporate retirement plan.

Click here to register for this and other exciting events!