Success Doesn't Just

First National Wealth Management

Success Doesn't Just "Take Off"

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Our Goal: Your Financial Future

For more than a century, we have been a nationally-chartered community bank. Clients turn to us for personal, institutional, and trust accounts as well as investment management and retirement plan services.

ABA 40 Under 40 in Wealth Management

Chief Wealth Management Officer Adam Cox has been named to the American Bankers Association’s inaugural 40 Under 40 in Wealth Management. Learn more about his commitment to his clients and his work in our community and contact us if you’d like help managing your money from our team of experts like Adam.

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Tailored Services

Regardless of your account type, our credentialed professionals tailor our services to meet your needs. And as fiduciaries, we are legally bound to manage your investments with your interests ahead of our own.

A Defined Process

We ask questions so that we can customize a portfolio that complements your current circumstances and future aspirations. Once we confirm your financial expectations, we deploy your capital into your investment portfolio and monitor your portfolio’s performance.

Strong Relationships

The more we understand you, the better we understand your needs and goals. It’s how we help guide you through complex decisions and customize a plan for your financial future.

In the 1960s and 70s a group of well-known stocks dominated the investment landscape.

We’ve always known that we have the best and brightest teammates here at First National, and the American Bankers Association (ABA) agrees!