A Letter from Our CEO;
The path that First Foundation has taken to provide banking, trust services, financial planning, investment management, and legacy planning, foundation support, and insurance services to our clients, all under one roof and all under the fiduciary standard of care, is a path not often traveled. But we prefer it this way.
In 2008 we created First Foundation, but our story dates back to 1990 when Rick Keller and his team at the Keller Group were providing wealth management services to individuals and businesses in Orange County. The Keller Group was one of the nation’s first wealth management firms to align their success with their clients, not just in how they invested but in how they were compensated for the work they did. In industry parlance this is referred to as ‘fee-only’ and ‘operating under the fiduciary standard’. For the Keller Group, it was just how business was done.
