First Move Financial, LLC

Overview

First Move Financial, LLC operates as a small, independent registered investment adviser focused on individual and family clients, with supplemental work for small businesses. The firm’s advisory services center on comprehensive financial planning and discretionary portfolio management. Investment approach emphasizes pooled public vehicles — primarily mutual funds and similar public funds — as the core building blocks of client portfolios, supplemented selectively with external alternative managers for real estate and commodity exposure. Fee arrangements are mixed, including percentage-of-AUM billing along with fixed fees and other fee arrangements, reflecting flexibility for differing client needs. The firm does not position itself as a capital allocator or pension consultant, and it does not list active ESG investing as part of its stated priorities. Given the scale of assets and client counts, First Move Financial appears structured to serve a mass-affluent client base with tailored planning and off-the-shelf pooled exposures rather than large bespoke private investment platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices