Home | Susan Boehm

Susan Boehm

Vice President - Firstrust Financial Resources

Sue joined Firstrust Financial Resources in July 2017. She is a financial consultant who brings over 20 years of leadership, financial and organizational experience to her clients and has a true passion for helping people achieve their...

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.

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Personal Service - Customized Strategy

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Firstrust Financial Resources is a client-centric, 60-person financial services firm offering wealth management services to individuals, businesses, and not-for-profit organizations. Located in Philadelphia with offices throughout the region, FFR is a wholly-owned subsidiary of Firstrust Bank, one of the region’s oldest and most respected financial institutions.

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If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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