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YOUR FUTURE, OUR COMMITMENT.

At First City Wealth, our roots run deep, we are people focused, and community centered. We believe strong financial relationships are built the same way strong communities are — through honesty, trust, and commitment. We take the time to understand what matters most to you today, so we can build the tomorrow you imagine. Through thoughtful financial planning and personalized wealth management, our goal is to build lasting relationships that help you navigate life’s decisions with confidence. Your future is our commitment, and your success is something we’re proud to be a part of.

LET'S NAVIGATE YOUR FINANCIAL JOURNEY TOGETHER

Our business is built on trust. Wherever life takes you, we will be there every step of the way.

YOUR FUTURE IS OUR FOCUS.

We understand that financial security means more than managing investments; it's about having confidence in the future you're building. Our comprehensive range of services provides solutions for retirement planning, investment management, wealth preseravation, and more, all taylored to your unique goals and priorities.

WEALTH MANAGEMENT

Coordinating your investments and financial strategies to help grow, manage, and preserve your wealth

INVESTMENT MANAGEMENT

Building and managing diversified investment portfolios based on your goals, time horizon, and risk tolerance

RETIREMENT PLANNING

Developing strategies to help you prepare for retirement and create income throughout your retirement years

ESTATE & LEGACY PLANNING

Helping align your financial strategy with your wishes, so that what you've worked for, and the dreams you've built, can live on for generations to come

BUSINESS RETIREMENT PLANS

Helping business owners and employers establish and manage retirement plans while providing tailored solutions designed to meet their needs and benefit both the business and its employees

TAX EFFICIENT STRATEGIES

Helping you incorporate tax-conscious strategies into your financial plan to improve efficiency, preserve wealth, and support your long-term goals

EDUCATION & COLLEGE PLANNING

Developing strategies to help families prepare for future education expenses while balancing current financial needs and long-term goals

CHARITABLE & LEGACY GIVING

Helping you develop thoughtful giving strategies that support the causes you care about while complementing your broader financial goals

YOUR NEXT STEP STARTS HERE

Your future deserves a conversation. Let's talk about where you are today, where you want to go, and how we can help you get there.

TAKE THE NEXT STEP

MEET YOUR ADVISORS

ANDREW ELLERMANN

WEALTH ADVISOR | CFP / CRPC

GET TO KNOW - ANDREW

STEVEN BURKHART

WEALTH ADVISOR

GET TO KNOW - STEVEN

WHAT'S OUR APPROACH?

WE LISTEN

We begin by listening to you — your story, priorities, concerns, and what you want to accomplish

WE PLAN

We develop a personalized strategy built around your goals, circumstance, and vision for the future

WE IMPLEMENT

We put your strategy into action using investment and financial solutions appropriate for your needs

WE MONITOR

We continually review your strategy and progress, making adjustments as your life, goals, and financial markets change

WE COMMUNICATE

We keep you informed along the way, providing clear, timely communiation so you always know where you stand and what comes next

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