Plan First Wealth LLC

Martha Kern is a CFP®, ChFC®, and Series 63 licensed advisor with 20 years of industry experience. She has worked at Plan First Wealth LLC since 2019 and previously held roles at Eagle Strategies LLC and New York Life Insurance Company. Plan First Wealth LLC specializes in serving British expatriates living in the United States, focusing on cross-border financial issues related to UK domicility. The firm offers investment management and financial planning services, utilizing a wrap-fee delivery model through the Betterment for Advisors platform.

James Boyle is a CFP® professional with nine years of industry experience. He is currently with Plan First Wealth LLC and has previously worked at LPL Financial, Bank of America, Merrill Lynch, and FIS Brokerage & Securities Services. Plan First Wealth LLC serves individual clients and families, specializing in British expatriates living in the United States and addressing cross-border financial issues related to UK domicility. The firm provides investment management and financial planning services, utilizing a wrap-fee model through the Betterment platform that supports goal-based investing and automated rebalancing.

Richard Taylor is a financial advisor at Plan First Wealth LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at DeVere USA INC. from 2015 to 2018 before joining Plan First Wealth in 2018. Plan First Wealth serves individual clients and families, specializing in British expatriates living in the United States. The firm addresses cross-border financial issues related to UK domicility and provides investment management and financial planning services, including advisory services through the Betterment for Advisors platform.