A complete list of active advisors currently associated with First Light Wealth Advisors, LLC

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

First Light Wealth Advisors, LLC provides advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and business entities. The firm offers financial planning and consulting, discretionary investment management, and customized retirement plan consulting engagements. FLWA integrates fundamental and cyclical analysis into a derivative of Modern Portfolio Theory to construct client portfolios, allocating across mutual funds, ETFs, individual equity and debt securities, public and non-traded REITs, and selected independent managers. Portfolios are primarily managed on a discretionary basis with ongoing monitoring and at least semi-annual reviews, and the firm coordinates with clients’ other professionals as part of implementation. Distinctive features include a small advisory team managing roughly $116 million in assets while providing ERISA fiduciary retirement plan consulting alongside individual wealth management. The brochure also discloses that FLWA has custody via client-authorized direct fee debit and standing letters of authorization, that several supervised persons are licensed insurance agents (and the firm retains an unaffiliated life insurance agent), and that it receives software, operational support and other economic benefits from its primary custodian, all of which the firm identifies as potential conflicts of interest.

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