Personalized Client Experience
Taking care of what's important so you can focus on what matters most
Learn More about our financial planning and wealth management servicesWelcome to FIRST Financial Group
Where your best interest comes FIRST!
FIRST Financial Group is a fee-only financial advisor in Raleigh, NC, serving clients locally and across the country. We are a fiduciary and as such, legally bound to always act in our client’s best interest. Our mission is SIMPLE: to provide honest and trustworthy financial advice and management while rendering a superior personalized client experience.
More about FFGOur Team
Tommy Lewis, II
Owner and Principal
Kurt Underhill
Financial Consultant
Debbie McManama
Director of Operations
Investment Advisor Representative
Tommy Lewis, III
Financial Advisor
Latest Blog Posts
What to Do With an Inheritance: Plan Before You Act
2026-11-10
Received an inheritance? Learn what to confirm first, how it may be taxed, and why reviewing your financial plan before big decisions may matter.
Should You Make a Roth Conversion Before Year End?
2026-10-21
A Roth conversion adds to this year's taxable income. Here are questions to think through before December 31 and why to talk with your advisor and CPA.
Year-End Financial Planning Checklist for Families
2026-10-07
A practical checklist to help your family review cash flow, taxes, benefits, insurance, estate documents and more before the year ends.