top of page
USA First Financial

Founded in 2018, USA First Financial is a Registered Investment Advisory firm registered in the State of Indiana.  Our investment team members work closely with our clients building long term relationships in order to gain in depth understanding of our client's financial goals and dreams. 

Whether our clients are individuals, families or institutional clients, they are all treated the same. Our client's goals are our goals. USA First Financial Advisors are dedicated to making a positive, lasting difference in our clients’ lives by utilizing our expertise, experience and passion for financial and investment planning and wealth management. Our team upholds the fiduciary standard of care, which means we do what is best for our clients, at all times.


By partnering with USA First Financial, our clients are free to focus on what’s most important to them because they know we listen and understand their overall goals. We work endlessly to ensure that our clients' road maps to financial success match those goals.

  • Institutional Investment Management

  • Private Client Services

  • Self Directed Investor Services

Privacy Policy
bottom of page