Private wealth management with a personal touch
A Tradition of Serving Our Clients
25+ years
$5.0 Billion in AUM
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Personalized Solutions Based on Your Needs
Investment Management
- We take great care in being stewards of capital and in providing our clients with durable portfolios that have favorable risk and reward characteristics.
Wealth Planning
- Our wealth planning services help clients piece together their financial puzzle to form the lifestyle picture they envision.
Trust Services
- With First Foundation Trust, you gain access to information and expertise to develop flexible solutions tailored to your estate planning needs, whatever your goals.
Philanthropy Services
- Experience the joy of giving without the hassle or administrative burden. Our experts create and execute a philanthropic plan customized to your goals and priorities.
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.

Stasia Washington, Senior Managing Director
“I work at First Foundation Advisors because they believe in the right way of serving clients—that is with honesty, transparency, and freedom to do what is right for the client.”