An Investment Advisor from
the Old School
The Advice You Get From Us Will Be the Same
We’d Give a Member of Our Own Family
Your Interests Come First
Our aim is to help you achieve your goals. You work with a team who listen, talk like real people, and make your life easier.
Investment Management
Clients should be compensated for taking risk. We leave speculation
to others.
Financial Planning
Making sure you can pay future
living expenses is just the start. There’s more to consider.
How It Works
It begins with a call from you. Not
to a call center – we don’t have one. Relationships are important to us.
Are You Asking Questions Like These?
- How should I invest to live comfortably?
- Can you help me make sense of what I already own?
- What estate planning do I need?
- How can I minimize my taxes?
- Can you help my spouse and children?
About Us
America First Investment Advisors is an independent company founded in 1994. Planning and investment management are done in-house, not outsourced to people you will never meet. We buy the same investments we purchase on behalf of our clients.+
Latest Blog Posts
+While we buy the same securities for our personal accounts that we purchase for our clients, individual trade timing, weightings, and cash levels will vary based on personal financial circumstances. Employee trades require pre-clearance and must abide by the guidelines in our code of ethics, which is designed to uphold our fiduciary duty to clients. This statement applies only to securities purchased at our firm’s discretion (i.e., not client-directed).