A complete list of active advisors currently associated with First Move Financial, LLC

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

First Move Financial, LLC is a state-registered, solo advisory firm that provides comprehensive financial planning and portfolio management to individual clients, including high-net-worth households. Its planning services cover retirement and tax planning, estate and business planning, cash‑flow and debt management, college savings, insurance review, and implementation support. The firm typically combines passive investment management (index mutual funds and ETFs) with elements of fundamental analysis to build asset-allocation portfolios and manages accounts on a discretionary basis in line with individualized investment policy statements. Financial planning engagements are ongoing: clients receive a written or electronic financial plan, regular monitoring, and annual plan reviews with follow-up as needed. Noteworthy differences from many peers include an uncommon billing approach for comprehensive engagements that computes ongoing fees using client-specific factors beyond solely assets under management, and a stated process to provide a regulatory disclosure and referrals if a calculated fee is materially above typical levels. The sole advisor is a CFP® with a master’s degree in personal financial planning who also consults and teaches part‑time, and the firm notes it generally does not provide separate written reports to investment‑management‑only clients.

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