A complete list of active advisors currently associated with First Light Wealth

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

First Light Wealth, LLC serves individual clients as well as employer plan sponsors and pension or profit-sharing plans. The firm is a fee-only registered investment adviser that provides discretionary investment management, comprehensive financial planning (both ongoing and project-based), and retirement plan consulting and management for employer-sponsored plans. The firm constructs portfolios around asset allocation and Modern Portfolio Theory, using a mix of passive and active vehicles and drawing on fundamental, technical, and cyclical analysis while generally favoring long-term holdings and attention to tax and risk considerations. Investment policy statements are tailored to each client’s objectives and risk tolerance, and the firm accepts reasonable client-imposed restrictions while typically managing accounts on a discretionary basis. What distinguishes the firm from many solo independent advisers is its active work with pension and profit-sharing plan clients and its ERISA-focused services, including acting as an ERISA investment manager under section 3(38) and providing fiduciary consulting to plan sponsors. The firm also employs standing letters of instruction for transfers for a subset of clients (21 clients representing $12,830,368) and its principal contributes investment commentary to industry publications.

To learn more about the advisors currently working at First Light 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.