A complete list of active advisors currently associated with First Fidelity Group LLC

Warmer can help you find a great advisor at First Fidelity Group LLC or one who fits your needs even better.

First Fidelity Group serves individual clients, including high‑net‑worth individuals, providing discretionary portfolio management alongside retirement planning, supplemental employee benefits, and risk‑management advice. The firm also offers guidance on insurance and annuity products as part of its client services. Investment decisions draw on market‑condition assessments and a mix of analysis techniques — including charting tools (moving averages, oscillators, Bollinger Bands), dividend analysis, and financial statement review — and employ individual equities, ETFs, mutual funds and dividend‑paying securities to align portfolios with client risk profiles. Accounts are generally managed on a discretionary basis with daily monitoring of stock performance and regular reporting to clients. Noteworthy for a small, owner‑managed RIA, the principal maintains an active insurance license and markets life insurance and annuities, receiving separate compensation for those products, and has prior experience as an investment adviser representative affiliated with broker‑dealer firms. The firm operates without custody of client assets, maintains a written Code of Ethics and emphasizes risk management and retirement‑focused strategies within a single‑advisor practice.

To learn more about the advisors currently working at First Fidelity Group LLC, 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.