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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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

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