A complete list of active advisors currently associated with First Family Wealth

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

First Family Wealth provides investment management and financial planning to individuals, high‑net‑worth individuals, and charitable organizations. The firm manages individually allocated portfolios, offers project‑based and ongoing financial planning, and includes retirement‑plan consulting that can cover employee benefits reviews and assistance selecting healthcare options. The firm’s investment process blends modern portfolio theory with fundamental, technical, and cyclical analysis and may use third‑party managers for portfolio implementation, with outside managers reviewed at least annually. First Family Wealth recommends a range of instruments — common and municipal bonds, stocks, mutual funds, ETFs — and also uses alternative products such as structured notes and access to private investments while operating with discretionary authority via client power‑of‑attorney arrangements. Noteworthy aspects include a small, recently formed advisory team managing roughly $87.8 million across about 137 client accounts, a scale that results in relatively high assets per advisor and may affect service delivery. The firm also discloses that it does not provide written reports to investment advisory clients, does not vote client proxies, and receives custodial‑provided research and operational support (soft‑dollar benefits) from recommended custodians.

To learn more about the advisors currently working at First Family Wealth, 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.