Welcome to Client First Advisors, LLC
Client First Advisors, LLC is a family run, Registered Investment Advisory firm, maintaining the highest standards of professionalism. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering strong investment results. The core of CFA is centered on the needs of our clients. We believe that by putting the interests of our clients first and foremost, everything else falls into place.
We provide custom tailored investment management for individuals, businesses, retirement plan sponsors and institutions. We bring over 50 years of experience navigating through Bull and Bear markets during inflationary and deflationary cycles. We stress integrity, confidentiality exceptional personal service.
We endeavor to fully understand your financial situation. We have no minimum account size.
Our fee based platform is 100% aligned with our client's success.
Private Client Services Include:
• Asset Management - customized investment portfolio design for taxable accounts, retirement accounts and college savings accounts. Discretionary or Non-discretionary.
• Risk Management - we carefully and continually monitor all positions in your portfolio.
• Insurance Consulting - Annuities, life, health and long term care.
• Trust and Estate Planning Services
Our Institutional Services Include:
• 401k/Retirement Plans - our role is to act as your partner and advocate, free of conflicts of interest.
• Cash Management Solutions
• Group Health, Life & Disability benefit plans for employee's
• Business Consultants
Affiliated Office - Chapel Hill, NC (Click Here)