A complete list of active advisors currently associated with Future First Finance, LLC

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

Future First Finance, LLC provides discretionary and non-discretionary asset management and financial planning and consulting to individual and high-net-worth clients. The firm reports approximately $5.3 million in assets under management across six client relationships and generally requires a $100,000 minimum to open an account (which may be lowered or waived). The firm’s investment approach blends fundamental analysis, tactical asset allocation, Modern Portfolio Theory and an explicit carbon assessment to identify climate-related risks and opportunities. Future First Finance implements strategies that can include long- and short-term holdings, trading and options, executes trades on a discretionary basis when authorized, and conducts quarterly account reviews. Distinctive features in the brochure include the formal use of carbon assessment in security analysis and an explicit acknowledgment of artificial intelligence and machine learning risks tied to service providers, with periodic due diligence to mitigate those risks. As a sole practitioner, the owner performs quarterly reviews of personal trading to manage conflicts of interest and the firm does not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at Future First Finance, 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
Stephen Lewis	Madison, WI	1

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