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First Foundation has assembled an extraordinary team of financial professionals united around a single cause: to enable growth-minded individuals and businesses to boldly live the life they imagined and preserve the legacy they’ve worked so hard to build—knowing we have their backs at every moment, especially the ones that matter. 

From relationship banking to real estate financing and wealth management to trust services, First Foundation is committed to helping clients at any and every step along their financial journey.

First Foundation Inc. logo

First Foundation Inc.

Founded in 2007, with headquarters in Dallas, TX, First Foundation Inc. is the parent company for First Foundation Advisors and First Foundation Bank. Under the First Foundation brand we serve our clients through two entities: First Foundation Bank and
First Foundation Advisors.
First Foundation Advisors logo

First Foundation Advisors

With a legacy that dates back to 1990, Rick Keller started one of the nation’s first wealth advisors to provide wealth management solutions that were in the best interest of his clients. His original business has grown into First Foundation Advisors which
offers comprehensive investment management and wealth planning strategies.
First Foundation Bank logo

First Foundation Bank

Formed in 2007, First Foundation Bank is an FDIC-insured bank that was originally started to serve the clients of our wealth advisory business.
We have since expanded our offering into serving a broader client set and we have become known as one of the leading banks in the markets we serve.

We’re for the builders, investors, and legacy-makers in our communities

Bank Assets

$12.8 billion of total bank assets (as of 6/30/23)

Private Wealth Management AUM

$5.3 billion of assets under management (as of 6/30/23)


31 locations across California, Florida, Hawaii, Nevada, and Texas
At First Foundation, we’ve never taken the easy path, but we’ve always chosen the right one – for our clients, our families, our communities, and each other.
Scott F. Kavanaugh , Chief Executive Officer

Featured In

Wall Street Journal

Our Efforts

Our efforts in the communities we serve and with our clients make us what we are today, and we are proud to recognize these accomplishments.

Celent Model Bank Employee Enablement

Model Bank Employee Enablement

First Foundation Bank was recognized as a Model Bank for Employee Enablement by Celent as we developed an integrated back-end and front-end data warehouse and employee intranet designed to keep everything connected and in sync.
OCBJ Civic 50 award

Civic 50

First Foundation was included in the Orange County Business Journal's Civic 50 list, which is compiled annually to spotlight those companies who are civic-minded within the communities they serve.
Gallagher Best-in-Class for HR Management

Best-in-Class for HR Management

Gallagher, a global human resources consulting firm, has awarded our team with an award for Best-in-Class for HR Management from their 2019 Benefits Strategy and Benchmarking Survey.
Bank & Thrift Sm-All Stars: FFWM

Bank & Thrift Sm-All Stars: FFWM

The Sm-All Stars represent the top performing small-cap banks and thrifts in the country. According to Sandler O’Neill + Partners, banks selected have superior performance metrics in growth, profitability, credit quality and capital strength.

A valued resource you can rely on

First Foundation building

Strength and stability in banking and wealth management

We can provide a unique perspective about trends in the industry.
First Foundation conference room

Knowledge of the various stages of one’s financial life

We can help your audience better appreciate the many facets of financial services.
First Foundation Bank San Diego Branch

Locations in California, Nevada, Hawaii, and Texas

We understand the importance of having local insights.

Experienced and engaging speakers

Our team is available for speaking engagements. Various members of our team are experienced in educating audiences across a multitude of topics including:

Financial Services

Fintech, Customer Experience, Branding, Social Media, Cyber Security, Behavioral Economics, Regulation

Banking and Lending

Personal Finance, Small Business Lending, Multifamily and Apartment Lending, Commercial Real Estate, Residential Lending, Digital Payments

Wealth Management

Retirement Planning , Financial Markets, Economic Outlook, Trust and Estate Planning, Philanthropy and Charitable Giving, ESG Investing

Trending Topics

Digital Marketing, Generational Behavior, Market Cycles, Financial Literacy, Succession Planning, Promise Zones, Data Intelligence, Bitcoin, Digital Assets, Cryptocurrency

Focused on Doing Good

We value our employees' service on non-profit boards, recognizing the benefits for both the organization and individual. We want to acknowledge our employees' efforts and show our gratitude by selecting a Volunteer of the Month and donating to the organization of their choosing. We believe in empowering our employees to make a difference, and we are grateful for everything the do to support our communitites.

Special Olympics Hawaii

Special Olympics Hawaii

Supporting Special Olympics' Over the Edge fundraiser in Honolulu, HI.
Child Creativity Lab

Child Creativity Lab

Volunteering at Entrepreneur Camp with Child Creativity Lab in Orange County, CA.
Women's Foundation of Collier County

Women's Foundation of Collier County

Supporting Women in Philanthropy in Naples, FL.

Media Inquiries & Investor Relations

(949) 476-0300


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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS #793235.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services: