Advisor at Family First Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Family First Wealth Management
Location
Sycamore, IL 60178
Credentials
CFP®, Series 63
Industry experience
6 years
Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.
Based on Family First Wealth Management
Based on Family First Wealth Management
$4,000 for one-time financial plan development
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001+: 0.70%
$400 per hour
Account minimum: $500,000 Minimum fee: $5,000 per year if managed assets do not meet the minimum requirement Fee-only: Hourly consulting at $400 per hour
2560 Hauser Ross Dr, Ste 400
Sycamore, IL 60178
Illinois
Origin Financial
2022 - Present (4 years)
Family First Wealth Management, LLC
2019 - Present (7 years)
Not Employed (Preparing for FFWM)
2019 - 2019 (1 year)
NIU Law School
2015 - 2018 (3 years)
United States Marine Corps
1989 - 2019 (30 years)
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Lawyer
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Sycamore, IL
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My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.
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Simplicity wealth
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