Future First Finance, LLC

Overview

Future First Finance, LLC is a small, individually owned advisory firm focused on delivering fee-based portfolio management and investor education to individuals and families. The firm leans toward public equity exposure as its primary allocation—exchange‑traded equities and ETFs make up the largest slice of its assets—while incorporating ESG considerations into client portfolios. Services include ongoing portfolio management for individual and small-business clients along with seminars and workshops aimed at financial education. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which allows the firm to serve both ongoing advisory relationships and project-based or hourly planning work. Future First Finance is not positioned as a multi-state RIA or a capital allocator; its business model appears oriented to direct client advisory rather than wholesale fund management or large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices