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Private Wealth Management

Private wealth management with a personal touch

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A Tradition of Serving Our Clients

25+ years

Caring for our clients' wealth and well-being for over 25 years

$4.6 Billion in AUM

First Foundation Advisors is entrusted with nearly $5 billion in assets under management (as of 9/30/22)

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One team dedicated to serving all of your wealth and investment needs

Personalized Solutions Based on Your Needs

True wealth management begins with understanding the clients' needs across all aspects of their financial lives. That is what we aim to offer each and every client of First Foundation Advisors.
Rick Keller , Chairman

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
Helping you live your dreams

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.”

Disclosures

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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:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY