A complete list of active advisors currently associated with Family First Financial Planning

Warmer can help you find a great advisor at Family First Financial Planning or one who fits your needs even better.

Family First Financial Planning provides financial planning and investment consultation on a fixed-fee or hourly basis to individuals, high net worth individuals, their trusts and estates, charitable organizations, and businesses; the firm reports two advisors serving about 193 clients. Offerings include broad or limited-scope financial plans, optional investment implementation assistance through a Service Schedule (non-discretionary), and a complimentary 30-minute introductory meeting. The firm’s investment approach emphasizes long-term, buy-and-hold strategies and asset allocation using diversified, cost-efficient index mutual funds and ETFs, while also considering active strategies when appropriate and tax-efficiency concerns. Family First does not provide ongoing investment supervisory or discretionary management; trades or account changes are executed only with client approval and ongoing monitoring or updates are performed on an as-requested basis. Compared with peers, the firm operates from five offices despite its small advisory team and single-owner LLC structure, and it regularly offers educational workshops or webinars (generally pro bono), which are less common among similar supported firms. Its fee model (fixed fees and hourly billing rather than percentage-of-AUM), explicit absence of discretionary portfolio management, and policy of not deducting fees or taking custody of client assets further distinguish its operating model.

To learn more about the advisors currently working at Family First Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.