A complete list of active advisors currently associated with FirstTen Financial

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

FirstTen Financial is a registered investment adviser that provides ongoing and project‑based financial planning to individuals, including high‑net‑worth clients. The firm delivers written or electronic comprehensive plans and ongoing planner support but does not manage client assets or accept custody. As part of its planning process, the firm typically bases investment recommendations on passive investing principles and modern portfolio theory while also employing fundamental, technical, cyclical, and charting analyses; it may refer clients to third‑party managers for implementation. Clients retain discretion over execution and custody, and the firm does not exercise trading discretion or vote client proxies. Notably, FirstTen does not provide portfolio management services and does not charge percentage‑of‑assets fees, instead using fixed and project‑based planning fees and reporting no assets under management. The firm is newly established, operates on a fee‑only basis with no third‑party compensation or related‑party affiliates, and its principal holds a ChFC designation with prior finance leadership experience at a large insurance company.

To learn more about the advisors currently working at FirstTen Financial, 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.