Barry Federici, CFP®, CPA/PFS, JD Family First Wealth Management, LLC

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About Barry Federici, CFP®, CPA/PFS, JD, MBA, MST, CGMA

Family First Wealth Management, LLC, a financial planning and investment management firm founded by Colonel Barry Federici (USMC, Retired), The firm’s mission is on providing multi-generational comprehensive financial solutions to high-net worth families and the families of military veterans.

“Family First, Family Always,” says Colonel Federici. “Since your family is your greatest investment, the comprehensive family planning and evidenced-based investment strategies designed specifically for your investment portfolios can have a significant and profound impact on you and your family for generations to come!” Family First Wealth Management is dedicated to developing a family mission statement and a unique financial plan for each client family, which subsequently includes professional financial counseling for all family members.

Colonel Federici is a fiduciary and is deeply committed to providing the highest level of service for his clients and their families.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Medical Professionals
  • Military & Veterans
  • Ultra High Net-worth

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $250+/hr
  • Assets Under Management: 0.50%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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