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 financial planning, consulting and discretionary investment management to individuals, trusts, estates, corporations and retirement plans, managing approximately $116.3 million in client assets as of December 31, 2025. The firm serves a mix of individual investors and plan sponsors and also offers retirement-plan consulting, plan design and participant education services. Its investment process combines fundamental and cyclical analysis with a derivative of Modern Portfolio Theory to build diversified portfolios using mutual funds, ETFs, individual debt and equity securities, REITs and select independent managers. The firm tailors portfolios to clients’ stated risk tolerance and time horizon, monitors accounts on an ongoing basis, conducts at least semi‑annual reviews and can advise on held-away assets such as variable insurance contracts and 529 plans. Distinctive features disclosed in the brochure include the firm’s recent transition from state to SEC registration despite a small adviser team, and its role as an ERISA fiduciary on negotiated retirement-plan engagements. The firm also discloses that several supervised persons are licensed insurance agents and that it receives substantial software, administrative and research-related support from its primary custodian, arrangements 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.
Name |
Location |
Years of experience |
|---|---|---|
Little Falls, NJ
| 19
| |
Little Falls, NJ
| 43
|
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