A complete list of active advisors currently associated with First Light Investment Advisors

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

First Light provides fee‑based, discretionary portfolio management and custom investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm reports about $12.4 million in assets under management across roughly 41 client relationships, with a $10,000 account minimum, and the brochure does not list high‑net‑worth individuals among its client types. The adviser emphasizes a tactical allocation strategy and manages portfolios on a discretionary basis, employing fundamental, technical, and cyclical analysis to inform long‑ and short‑term trades. The firm’s approach includes trading listed securities and options, recommending individual stocks for sector or dividend tilts, and using cash positions as potential hedges to manage risk. Distinctive features include a small, three‑advisor team operating multiple offices while serving a modest asset base and a leadership team that includes a CFA charterholder with substantial international equities experience. The firm’s disclosures also note that a managing partner maintains a significant external full‑time role during trading hours, a material operational consideration for prospective clients.

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