Helping Clients Achieve Their Goals by Planning for the Future
First Family Wealth was founded by financial industry veterans Daren Chamblee & Mitch Coker. With over 17 years combined industry experience the only focus is to support the needs of our clients. In doing so, our clients get a fiduciary standard of care. This allows us to offer conflict free advice not tainted by company proprietary products.
Who We Serve
We know that every client is different and every client has different goals. We help individuals, families, business owners, and corporations create a personalized strategy around your financial goals. Creating an open, trusting and transparent relationship with our clients is the key that allows us to really get to know them and allows us to match specific investment opportunities to their individual goals, objectives, and appetite for risk. Focusing the things that matter most to you.
Families and Individuals
Life can be complex and it seems that no two situations are ever the same. That’s why we develop tailored solutions to help our clients work toward their unique financial goals. Our focus begins with planning then encompasses a holistic approach to create financial freedom-whatever that may look like for you.
Business Owners and Professionals
We really understand business owners and enjoy exploring their entrepreneurial spirit. First Family Wealth creates an environment that allows our clients to focus solely on their business’ growth and sustainability. We’ll create a customized strategy to help maintain the strength of your business and chart a path toward personal financial freedom.
Corporate Retirement Plans
Our focus is retirement plans. At First Family Wealth we provide completely independent objective advice and investment consulting.
At First Family Wealth our vision is to help clients achieve their financial goals. When it comes to successful financial strategies it is about more than just the investment portfolio. We focus on all the elements of your financial life and make sure they are working together for the maximum benefit of your family.
Our individual financial plan will be based on your unique situation, attitudes, references, risk tolerance, and goals.
How can we help?
We would love to hear from you. Send us a message and we will be glad to help!