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“A Dedicated Part of Our Clients’ Lives” –A Relationship-Driven Wealth Strategy

“Finding the right wealth management partner can be tough. We know we’re not for everyone—and that’s fine,” says Ben Duncanson, Director of Wealth Management at First Federal Bank. “We’re here for clients who value more than just returns.”

As First Fed established its wealth management division, it was clear the goal was to do more than just help customers invest. It was understanding customer needs first to ensure the fit is right, then personalizing strategies to help them build financial security and long-term wealth.

Ben, who brings a decade of experience from Vanguard and Charles Schwab, joined First Fed to lead a team of wealth advisors dedicated to serving communities across Southern Idaho. His approach is centered on a client-first philosophy, offering comprehensive wealth management solutions to both individuals and businesses.

“We always strive to add value beyond traditional investment planning,” Ben explains. “That means helping clients with tax planning, retirement strategies, risk management, and more.” This holistic approach allows Ben and his team to understand clients’ complete financial pictures and work toward their unique goals.

A Different Approach to Wealth Management

Transitioning from the corporate world to a community-focused bank has been both rewarding and eye-opening for Ben. “We’re more than just financial planners. We’re a dedicated part of our clients’ lives,” he notes. “It’s about building trust and understanding what’s important to them beyond their financial portfolio.”

First Fed’s wealth management services emphasize creating strategies that align with clients’ values and goals. This personalized approach means that every recommendation is tailored, making each client’s financial journey unique.

The team’s physical presence in both the Magic and Treasure Valleys, demonstrates First Federal’s commitment to being accessible to clients. “Whether it’s meeting on-site with a business owner or attending local events, we want our clients to feel confident about their financial futures,” Ben says.

Innovating with Technology and Personal Connection

While personal touch is a feature of First Fed’s approach, Ben and his team also leverage advanced technology to enhance their service – and portfolios. “Using sophisticated financial planning software, we can provide a clearer picture of their financial health and make informed decisions together,” he explains. They also keep tabs on emerging opportunities and technologies, including currently offering AI-centric portfolios for interested clients.

Beyond Wealth Management

Outside of work, Ben enjoys exploring Boise’s greenbelt system and playing golf. He sees his role as an educator in wealth management, bringing a sense of fulfillment similar to what he might have found as a teacher. “Sharing knowledge is at the heart of what I do, whether it’s guiding clients through complex financial strategies or explaining the basics of wealth building.”

Ben’s passion for teaching and building relationships continues to shape the direction of First Fed’s wealth management team. Ben is committed to helping Idaho families and businesses achieve their financial dreams wherever they are in their planning process and physically located. He and his team have ambitious plans for growth, including efforts to expand services into new regions across Southern Idaho.

“We’re here to create a lasting impact—not just for today, but for generations to come,” Ben concludes.

For more information about Wealth and investment strategy at First Fed, visit www.BankFirstFed.com/wealth.

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and First Federal Bank are not affiliated.

Not Insured by the FDIC or Any Federal Government Agency | Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate | Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested | May Lose Value