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

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

First Fidelity Wealth Management, LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high‑net‑worth clients, managing roughly $28 million in client assets across about 153 accounts with two adviser representatives. Services are provided under written investment advisory agreements and the firm does not act as custodian of client assets, placing trades through qualified custodians on behalf of clients. The firm applies a mix of fundamental, technical, cyclical and economic analysis alongside modern portfolio theory and strategic asset allocation, using both long‑ and short‑term strategies and model-based portfolios available through a third‑party platform. Accounts are generally managed on a discretionary basis and the firm may use subadvisors or model portfolios rather than creating fully individualized holdings for each client; clients may impose investment restrictions subject to the firm’s ability to service the account. A distinctive feature is the firm’s affiliation with affiliated businesses that provide insurance, estate-planning referrals, and bookkeeping/tax services, and several adviser representatives are licensed insurance agents who may earn commission income from insurance sales — a conflict the brochure discloses and describes mitigation steps for. The firm is small and recently formed with centralized governance concentrated in a single principal/CCO role, and its disclosure documents also note prior client complaints related to mutual funds and annuities that were settled, information prospective clients may weigh in their evaluation.

To learn more about the advisors currently working at First Fidelity Wealth Management 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.