At 1st Line Financial, we care about people and their plans for the future. Our job is to help our clients, their families and their businesses meet their long-term financial goals by helping them protect, grow, manage, and ultimately, effectively transfer their wealth.  Costs matter. Taxes matter. Your dreams matter.


Our Philosophy

Our initial focus is on personal financial planning - we customize our approach to each client, helping them develop a carefully crafted financial plan that can meet their objectives and, in many cases, save them and their heirs from incurring avoidable taxes and other costs.

Additionally, 1st Line is committed to meeting the investment management needs of our clients – preserving their capital, managing risk, and delivering strong long-term investment returns over differing economic and market cycles.

Our success in developing lasting client relationships is founded on shared values, a thorough understanding of our clients’ goals, and a keen desire to earn their trust and confidence.


Our Business owners & Executives

We have particular expertise in serving business owners & executives, as they seek to provide benefits that can help them secure their own financial future and attract and retain key employees. We help you maximize tax advantages and ultimately exit your business and protect your wealth. We can help you structure and manage employee compensation and benefits programs, including qualified and non-qualified retirement plans, deferred compensation and others.

1st Line Financial and LPL Financial do not provide tax and/or legal advice or services. Please consult your tax and/or legal advisor regarding your specific situation.