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Barry Edward Federici

Advisor at Family First Wealth Management — Sycamore, IL

Updated today

Credentials

CFP®, Series 63

Experience

6 years

Location

Sycamore, IL 60178

Family First Wealth Management logo

Family First Wealth Management

Independent

Total advisors

1

Clients per advisor

12 Typical

Avg AUM per client

$1,355,325 Very High

HNW client ratio

50% High

About

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.

Client services

Based on Family First Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Family First Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

$4,000 for one-time financial plan development

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001+: 0.70%

Project-based

$400 per hour

Other

Account minimum: $500,000 Minimum fee: $5,000 per year if managed assets do not meet the minimum requirement Fee-only: Hourly consulting at $400 per hour

Location

Sycamore, IL

2560 Hauser Ross Dr, Ste 400

Sycamore IL 60178

Advisors at this office

1

Most active in

Illinois

Work history

6 years of industry experience

Origin Financial

2022 - Present • 4 years

San Francisco, CA

Family First Wealth Management, LLC

2019 - Present • 7 years

Sycamore, IL

Not Employed (Preparing for FFWM)

2019 - 2019 • 1 year

DeKalb, IL

NIU Law School

2015 - 2018 • 3 years

DeKalb, IL

United States Marine Corps

1989 - 2019 • 30 years

New Orleans, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David T

Series 63, Series 65

Elburn, IL

Toellen Capital Management, LLC

David Toellen is a financial advisor at Toellen Capital Management, LLC with 10 years of industry experience. He previously worked for First Trust Portfolios L.P. for ten years before founding his independent firm. Toellen Capital Management, LLC provides investment advisory services and managed accounts to individuals and high-net-worth clients. The firm offers tailored portfolio management and written investment strategies across multiple asset classes, employing asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies aligned with client risk tolerance and time horizons.

Annuities
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Scott N

Series 65

Sycamore, IL

Newport Investment Advisors, Inc.

Scott Newport is the principal of Newport Investment Advisors, Inc. in Sycamore, Illinois, with 29 years of industry experience. He has served as CEO of Illinois Farm Business Farm Management since 1989, providing farming business analysis services. Newport has held his current advisory role since 1996. Newport Investment Advisors, Inc. offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans. The firm integrates financial planning into its portfolio management, employing various analyses and strategies across discretionary and non-discretionary accounts, and also provides optional tax and accounting services.

Active portfolio management Tax-loss harvesting General tax planning
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Josiah D

CFA®, Series 65

Dekalb, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He currently works at Kisher Capital, LLC and previously was employed at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of finance, he has provided private music lessons since 2015. Kisher Capital serves individual investors, including high-net-worth clients, as well as self-directed pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary investment management alongside comprehensive financial planning. The firm manages exclusively wrap fee accounts using proprietary portfolio models that combine modern portfolio theory, faith-based screening, and AI-driven tools.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy Founder/Business Owner Religious/faith focused

Eric S

CFP®

Dekalb, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me. Kisher Capital's office is located a 303 E Hillcrest Dr, Ste 6, DeKalb IL 60115, and we'd love to sit down with you, learn more about your story, and help you in any way that we can.

ESG / Sustainable investing General retirement planning Founder/Business Owner Gen X (Born 1965-1980)
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Matthew K

Series 65

Hampshire, IL

Simplicity wealth

Matthew Krueger is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth since 2022. In addition to his advisory role, he is involved in farming through Krueger Farms LLC and provides tax and business advisory services at Krueger & Associates Tax & Business Advisory, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios along with advisory technology and operational support for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Christopher H

Series 66

Hampshire, IL

Wealthcare Capital Management LLC

Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Wealthcare Capital Management since 2010 and previously at Smb Advisors LLC, Waterstone Financial Group, Inc., and LaSalle Financial Services, Inc. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for more than 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals and high-net-worth clients, as well as retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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