Important Notice: We are expanding our branch network and welcoming former First Foundation Bank customers to Sunflower Bank systems and services. Personal Online Banking and Mobile Banking will be offline in View Only mode to Sunflower Bank customers beginning Saturday, September 19 at 7:00 p.m. CT. Full access is expected to be restored at approximately 8:00 a.m. CT on Monday, September 21. We apologize for this temporary inconvenience and appreciate your patience as we complete this transition.
We are excited to welcome First Foundation Advisors clients and introduce our new brand, FirstSun Advisors. Over the coming weeks we will begin to integrate our new name on communications, web, and social. For merger updates, please visit SunflowerBank.com/mergerupdates.
Wealth Planning
Build a Plan Around What Matters Most
Building, preserving, and transferring wealth requires thoughtful planning and a coordinated strategy. FirstSun Advisors helps individuals, families, and business owners navigate important financial decisions through personalized wealth planning designed to align their resources with their goals, values, and long-term vision.
A Comprehensive Approach to Wealth Planning
Your financial life is interconnected. That's why our planning process goes beyond investments alone, integrating the strategies and considerations that can shape your long-term financial success. We work closely with you to develop a coordinated plan that reflects your goals, priorities, and vision for the future.
Wealth Planning
Build, protect, and transfer wealth through coordinated planning strategies tailored to your goals and circumstances. We take a holistic approach that integrates cash flow planning, retirement planning, tax considerations, risk management, estate planning, and wealth transfer strategies to help keep your financial life aligned and on track. By bringing these elements together within a comprehensive framework, we help you make informed decisions and navigate life's milestones with greater confidence.
Legacy & Family Enterprise Planning
Preserving wealth often involves more than financial assets alone. We help families prepare future generations for the opportunities and responsibilities that come with wealth through family governance, financial education, succession planning, and intentional wealth transfer strategies. Our approach focuses on sustaining your family's values, vision, and legacy while supporting the continuity of family businesses and multigenerational enterprises.
Who We Serve
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Businesses
We work with business owners regarding opportunities, challenges, expectations and responsibilities associated with life as a business owner as well as after the sale of the business, or retirement.
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Individuals
Many individuals overlook the need to maintain proper cash allocation by budgeting cash needs against cash flows. We work with you to ensure you have funds available when you need them.
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Families
Family businesses often fuel generations of financial security. Our family enterprise services are designed to strengthen both the family business and the business of the family.
Our Wealth Planning Process
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Every relationship begins with understanding what matters most to you. We take the time to learn about your goals, values, family dynamics, financial resources, and long-term aspirations. Whether you're planning for retirement, preparing for a business transition, supporting future generations, or pursuing philanthropic goals, these conversations help establish the foundation for your wealth plan.
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Next, we develop a comprehensive view of your financial landscape. We review your assets, liabilities, cash flow, investments, estate planning documents, business interests, insurance coverage, and other relevant considerations. This allows us to identify opportunities, highlight potential gaps, and better understand how the various components of your financial life work together.
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Using the insights gained through discovery and assessment, we create a personalized wealth planning strategy tailored to your unique circumstances. Your plan serves as a roadmap that integrates key areas such as retirement planning, tax considerations, estate and legacy planning, philanthropic objectives, business succession planning, and wealth transfer strategies, all aligned with your broader goals.
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A plan only creates value when it is put into action. We help coordinate the implementation of agreed-upon strategies and, when appropriate, work alongside your attorney, accountant, and other professional advisors to help ensure your plan is executed thoughtfully and efficiently.
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Life rarely stands still, and neither should your financial plan. As your circumstances, priorities, and the broader financial landscape evolve, we provide ongoing guidance and periodic reviews to help keep your plan aligned with your objectives. Through a long-term advisory relationship, we help you navigate change with greater clarity and confidence.
Meet the Team
Investment advisory services are offered through FirstSun Advisors, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.