FAQs

First Neighbor Wealth Management helps individuals, families, and businesses create and follow a financial plan that fits their goals. Our services include investment management, retirement and income planning, estate and trust coordination, and integrated tax planning through our bank’s tax division.

No. We serve clients of all ages, backgrounds, and asset levels. Whether you’re just starting to save or managing significant wealth, we believe everyone deserves access to trusted financial guidance.

We are proudly affiliated with First Neighbor Bank, a community bank with deep local roots. That partnership allows us to offer comprehensive financial services - including access to banking, tax, and trust professionals - all under one trusted relationship.

Our “Neighbor First” philosophy sets us apart. We focus on building long-term relationships, offering personal attention, and creating plans that reflect each client’s unique goals - not one-size-fits-all solutions. We also serve clients across all wealth levels, something many firms do not.

We work with individuals, families, and business owners. Our clients include young professionals just getting started, retirees seeking income strategies, and business owners needing retirement plan solutions or financial planning for themselves and their companies.

Yes. We help businesses set up and manage 401(k) and Simple IRA plans, and we also meet with individual employees to provide education and guidance about their plan options.

The first step is a conversation. We’ll discuss your goals, current situation, and what you hope to achieve. From there, we’ll create a personalized financial plan and walk with you every step of the way.