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First Independent’s Wealth Management & Investment Services integrated our banking, real estate and investments, philanthropy and foundation development, along with wealth management experience and expertise to create the Firstenburg Family Office, which provides the full range of financial resources a family needs to manage wealth.

At First Independent, we’re here to help you find the best ways to attain the goals you have for your money, your family and your life.
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Life Stages

The little ones in the photos are grandkids, and you spoil them rotten. Sleep in.  Travel first class. Do whatever you want. Enjoy the life you spent the past 40 years building. MORE

Find Your Financial Lifestyle Stage

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Prevent Identity Theft

Identity FirstAnything you can do to keep criminals away from your personal data helps to reduce your risk of identity theft. Here's what identity thieves covet most:

  • Your name, address, and phone
  • Your date of birth
  • Your Social Security number (SSN)
  • Your driver's license number
  • Your credit card information
  • Your bank account information
  • Your mother's maiden name
Tools You Can Use

We’ve compiled books, websites, magazines, articles and more to help you manage your finances, your business and your life.
Check it out.

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Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.