First Step Wealth Planning

Overview

First Step Wealth Planning is an independent, single-owner RIA organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a fixed-fee model and serves a concentrated client base of high-net-worth individuals and families. Its advisory scope includes direct portfolio management, financial planning, and the selection of other advisers when a client need calls for outside expertise. The firm reports a clear equity preference: it leans on exchange-traded equities and ETFs as the primary building blocks of client portfolios rather than being an active ESG investor or a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices