Comprehensive Financial Services
We provide specialized expertise across all aspects of your financial life
SDBA Management
Professional management of your Self-Directed Brokerage Account with personalized investment strategies for Fidelity BrokerageLink and Schwab PCRA.
Financial Planning
Comprehensive financial planning including retirement strategies, tax optimization, college savings, and life insurance solutions.
Businesses & Employers
Strategic financial solutions for businesses and employers, helping you provide exceptional benefits and financial guidance to your team.
How We Work With Schwab
Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.
By using Schwab as primary custodian, FirstRise Investments has access to a wide range of products and services that help us serve our clients, including:
- Full range of investment products and trading services
- Technology and service support
- Wide array of investment account types including retirement accounts, charitable giving, and education accounts
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments
- Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles
- Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place
About FirstRise
FirstRise is a registered branch of Independent Financial Partners (IFP), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC) and a member of FINRA/SIPC. We are also proud to be part of the Charles Schwab & Co. "Schwab Alliance"—a network that provides clients with secure account access and trusted custody of assets through one of the nation's leading brokerage platforms. Our team of credentialed professionals includes a Chartered Financial Analyst (CFA®), a Certified Financial Planner (CFP®), and a General Securities Principal, ensuring advice that reflects both fiduciary responsibility and institutional-grade expertise.