A complete list of active advisors currently associated with FPG Wealth

Warmer can help you find a great advisor at FPG Wealth or one who fits your needs even better.

FPG Wealth is a registered investment adviser formed in 2023 that provides discretionary asset management and comprehensive portfolio management to a small client base, with an emphasis on high‑net‑worth individuals. The firm offers tailored portfolios comprised of stocks, bonds, ETFs, options, mutual funds and private or alternative securities, and also facilitates referrals to third‑party money managers. The firm describes a multi‑method investment approach that blends fundamental, quantitative, technical and sector analysis and may employ strategies ranging from asset allocation and fixed income to options, short sales and alternative investments. It uses sub‑advisory relationships and conducts due diligence and ongoing reviews of third‑party managers as part of portfolio implementation and monitoring. A representative of the firm is disclosed as an owner of First Principles Group Management, LLC, a private equity firm, and the brochure highlights the adviser’s use of sub‑advisory affiliations—an arrangement that is less common for one‑advisor independent firms. The combination of a very small practice (one advisor, nine clients) with a broad menu of strategies and active use of external managers and private investment affiliations is a distinguishing feature relative to many solo independent advisers.

To learn more about the advisors currently working at FPG Wealth, 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.