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First Financial Group

First Financial Group


Helping people live truly wealthy lives for over 25 years.  

Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm – one of the largest independently owned businesses of its kind in the Mid-Atlantic region. The firm works with over 150 representatives and 2,500 licensed brokers. 

Financial Services for Personal and Business Planning

Just married?  New parents?  Ready to retire?  No matter where you are on your life's journey, FFG's Personal Strategies Group can help.  For over a quarter century, First Financial Group has been helping families live well at every stage of life by helping them find a path of financial independence.  Living with and truly understanding the unique set of challenges and opportunities of local entrepreneurs and business owners is the foundation of FFG’s Business Strategies Group and First Financial Group Benefits.  We have the ability to fully integrate your personal and business planning through our proprietary platform, The Living Balance Sheet®.

The Living Balance Sheet®

The Living Balance Sheet®(LBS) is a secure electronic wealth organization platform designed to help you analyze your strategies and make truly informed decisions. To find out more about LBS, click here.

Financial Services

  • Fee-based Planning
  • Comprehensive Financial Planning
  • Estate Planning
  • Charitable Planning
  • Focus Plans
  • Retirement Planning
  • Cash Flow Analysis

Asset Management Services

  • Fee-Based Asset Management
  • Comprehensive Brokerage Services
  • Asset Allocation Analysis
  • 401(k) Plans
  • Existing Investments
  • Employee Stock Options

Insurance Services

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Individual Health Insurance2
  • Group Benefits

Business Services

  • Executive Benefit Planning
  • Key Person Planning
  • Qualified Retirement Plans
  • Deferred Compensation Planning
  • Buy-Sell and Succession Planning

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