A complete list of active advisors currently associated with Firstfruits Wealth Management
Warmer can help you find a great advisor at Firstfruits Wealth Management or one who fits your needs even better.
FirstFruits Wealth Management provides wealth management and financial planning services to individuals and high‑net‑worth clients, offering ongoing discretionary portfolio management as well as one‑time, project‑based planning engagements. The firm advises on equities, fixed income, mutual funds, ETFs, municipal securities, and cash equivalents and may review legacy holdings at the start of an engagement. Investment decisions are guided by modern portfolio theory and a blend of passive and active strategies, with emphasis on asset allocation, tax considerations, and manager/holding analysis when selecting funds and ETFs. Clients receive tailored planning across areas such as retirement, estate, business planning, insurance, and tax strategies, and the firm offers fixed‑fee project planning for limited‑scope engagements. Distinctive features include operating as a fee‑only adviser that does not accept sales commissions or serve as a private fund adviser, and reporting no assets under management at the time of its initial filing. The firm also discloses operational choices that differ from many peers — for example, it does not aggregate or block client trades and permits client‑directed brokerage while recommending an institutional custodian.
To learn more about the advisors currently working at Firstfruits Wealth Management, 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 |
|---|---|---|
Richmond, VA
| 1
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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