The First National Difference
Local Expertise
Our hand‐selected team of seasoned professionals is highly credentialed and individually possess an average of nearly three decades of diversified investment, trust and fiduciary experience.
Proven Results
We manage complex financial structures and offer comprehensive financial planning investment guidance and tools for your financial success.
Personalized Service
Your financial partnership begins by working with us to identify personalized solutions that best help secure your short-term liquidity, longer-term growth, or legacy planning.
Personal Services
Trusted solutions for your financial future
Whether you are exploring retirement or personal investment strategies or need to establish a trust, we will work with you to find the right solutions for today and tomorrow.
Financial Planning
Discretionary Investment Management
Non-discretionary Investment Management
Retirement Planning
Trust Administration
Estate Planning and Administration
Business and Corporate Services
Take action today to reach tomorrow’s goals
Maximize your organization’s financial potential with investment solutions to meet your unique priorities and goals.
Investment Management
Custody and Safeguarding
Governance and Fiduciary Support
Business Succession Planning
A Team You Can Trust
Our expert Wealth Management and Trust professionals will help guide personalized investment strategies designed for your unique priorities and goals.
Recent Webinars
Portfolio Diversification Myths
Learn how to recognize and mitigate systemic risks in your investment portfolio with Senior Vice President and Wealth Management & Trust Director, Morgan Neff.
The Impact of FOMO on Investing
Overcome FOMO (Fear of Missing Out) and other emotional impulses when investing. Hosted by First National’s local Wealth Management & Trust experts, Morgan Neff, Rich Wiggins, and Lisa Kolesar.
Let’s Talk Yield
Senior Vice President and Wealth Management Director Morgan Neff shares his expertise on current market trends and how a long-term yield strategy could help you realize your financial goals.
Connect with Us
Let’s discuss how our comprehensive suite of wealth management and trust services can help you achieve your financial goals.
Investment products are not insured by the FDIC; are not deposits; and may lose value.