About FinTrust Advisors

At FinTrust Investment Advisors, our mission is to deliver financial peace-of-mind with unequaled confidence and conviction. Our guiding values of knowledge, integrity, and stewardship lead us as we work to meet our clients’ needs by designing, implementing, and monitoring customized investment and financial planning solutions for individuals and businesses. We are able to deliver client-centered solutions that build long-term relationships, and apply our extensive knowledge and experience to each client’s unique situations.

Knowledge

In an age of specialization, we believe that it is very difficult for one person to be an expert on all aspects of the financial services industry. As a result, we have assembled a group of professionals with decades of experience from all corners of the industry. Our team approach allows us to capitalize on the proficiency of each team member to accommodate every financial situation we encounter with in depth expertise.

Our team continuously strives to be leaders in the field and achieve the highest industry standards. We are proud to have CFA® charterholders and CFP® practitioners on staff, in addition to a Certified Public Accountant and an Accredited Investment Fiduciary (AIF®).  The advanced knowledge and industry best practices applied by these individuals add to the exceptional service our clients receive.

Integrity

As an independent registered investment advisor who also owns our broker dealer (FinTrust Brokerage Services, LLC), we have removed the barriers and taken control and responsibility for decisions that have a financial impact on our client’s absolute best interest. This unbiased approach to investment management builds a strong foundation of trust that supports long lasting relationships.

Stewardship

Fully integrating our clients and their other trusted accounting and legal professionals is vital to our company’s long-term success. Clients are guided through the different wealth stages of accumulation, preservation, and distribution with a trusted partner by their side. We take every opportunity to earn and renew our client’s confidence by consistently ensuring that the little things are done right.

To learn even more about our firm, please check out our different lines of business:

 

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fintrust@fintrustadvisors.com

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