A complete list of active advisors currently associated with First Light Financial

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

First Light Financial is a fee-only independent advisory firm that provides financial planning and investment management primarily to individual clients, offering customized financial and investment plans, account setup and implementation, and ongoing reporting and consultations. The firm generally works with households that meet a stated minimum account threshold, while occasionally making exceptions for adult children of existing clients. The firm follows a primarily passive, low-cost index-based strategy it refers to as TIPS Plus!, using low-cost index funds for each asset class while reserving the right to use actively managed funds when an index option is deemed unsuitable; it also may engage in periodic rebalancing and tax-loss harvesting. Investment recommendations are implemented with client involvement: the firm manages portfolios with limited discretionary authority for routine rebalancing but seeks client authorization for most transactions. Notable operational features include an exclusive custodial relationship: the firm will only manage accounts held at Charles Schwab and participates in Schwab’s One Source mutual fund marketplace, while disclosing it receives no commissions or referral fees from the custodian. The practice is long-established with a small client roster and multi-million-dollar AUM, and it maintains a structured review process that includes daily monitoring of core holdings and regular weekly, monthly, quarterly, and annual reviews.

To learn more about the advisors currently working at First Light Financial, 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.