FirstRise
@firstrise.com
FirstRise Investments - Expert financial advisors specializing in SDBA management, financial planning, private wealth services, and business solutions. Transform your financial future with personalized strategies.
FirstRise's Company Logos
FirstRise's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#DB922D
Brandy Punch
219, 146, 45
35, 71, 52
0, 33, 79, 14
#1A3A52
Nile Blue
26, 58, 82
206, 52, 21
68, 29, 0, 68
#F8F9FA
Athens Gray
248, 249, 250
210, 17, 98
1, 0, 0, 2
About FirstRise
FirstRise Investments is a financial advisory firm offering personalized guidance for individuals, families, businesses, and employers. A registered branch of Independent Financial Partners (IFP), FirstRise provides investment advice through IFP Advisors, LLC, a registered investment adviser. Its team includes professionals holding CFA, CFP, and General Securities Principal credentials.
The firm specializes in management of Self-Directed Brokerage Accounts (SDBAs), including Fidelity BrokerageLink and Schwab PCRA, with tailored investment strategies. Its financial planning services cover retirement strategies, tax optimization, college savings, and life insurance. FirstRise also supports businesses and employers with financial solutions and employee benefits guidance, and offers private wealth services.
Through its relationship with Schwab, clients can access a range of investment products, account types, trading services, and online account tools. FirstRise has branch offices in Fort Lauderdale, Florida, and Stamford, Connecticut, and invites prospective clients to speak with an advisor about their goals. Investment services are subject to applicable registration and regulatory requirements; the firm notes that investing involves risk and past results do not guarantee future outcomes.
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Finance
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