Why First Advantage Investments is Different
We believe trust is the cornerstone of a successful relationship with you. Because of that we strive for a “listen first” environment that encourages discussions about your goals, risks, opportunities, and costs. We want you to ask questions. Your concerns are opportunities for us to deepen our relationship together. Additionally, through our fee-based models, you wouldn’t pay a commission every time we place a trade. That gives us the flexibility to make recommendations without you having to worry about conflicts of interest.
“Trust: you know it when you feel it.” -Jack Welch, former CEO of General Electric
As an independent firm, we have the flexibility to offer you access to a wide range of non-proprietary products and services – without the obligation to sell any particular investment or brand – keeping our focus solely on your financial objectives, not ours.
Individualized, Holistic Financial Planning
At First Advantage Investments we start with your goals and then look at your entire financial picture before we ever make an investment recommendation. We can help you analyze your assets, debts, income, spending habits, insurance, taxes, and estate plan to help you find the most efficient path towards reach your goals. There’s a reason we don’t call ourselves “wealth managers:” Here we do a lot more than just manage people’s wealth.
There’s no doubt about it. Investing can be confusing. Because of this, we believe it’s not only important to make a recommendation but to also explain why that recommendation was made and what the potential repercussions may be. We desire your trust, and we believe educating you on your risks, opportunities, and expenses is one of the best ways to earn it.
We have a very strong advantage over other investment companies. Through our combination of one of Tennessee’s most dynamic community banks and LPL Financial, the nation’s largest broker/dealer (as reported in Financial Planning Magazine, June 1996-2016, based on total revenue), we are able to offer very high-level options on an integrated platform that can house all of your financial needs. Most investment companies don’t service banking needs, and many banks cut costs through their investment programs. At First Advantage we want to be your “go-to” source for anything financial, and we have brought in the people and the tools to give you an exceptional experience.