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Private Wealth Management

Private wealth management with a personal touch

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A Tradition of Serving Our Clients

30+ years

Caring for our clients' wealth and well-being for over 30 years

$5.0 Billion in AUM

First Foundation Advisors is entrusted with $5 billion in assets under management (as of 9/30/23)

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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.

Customized solutions for your financial aspirations

Meet Our Team

With a focus on superior client service, we strive to build long-term relationships with our clients, helping them navigate complex financial landscapes and achieve their financial aspirations.

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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