FirstClass Financial is a comprehensive financial planning practice. The lion-share of the practice's clients are partners at law firms. In fact, we actively works with north of 200 law firm partners nationally.

Our mission is to have our client’s wealth building be aligned and synchronistic with their financial objectives.

Our dynamic planning approach consists of world-class wealth management, calculated insurance planning, and being overly thoughtful on how to keep our client’s balance sheet as tax-optimized as possible. Our clients have found our approach to be meaningfully different than most other asset management firms in the industry.

This includes identifying client’s financial objectives, laying down a clear and concise game plan to accomplish them and help them implement the appropriate strategies.