Patriots First Financial Advisors, LLC

Overview

Patriots First Financial Advisors, LLC is a small, individual-owned advisory firm focused on fee-based portfolio management and financial planning for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and reports a conservative tilt in its allocations, with a stated preference for fixed-income exposure alongside a meaningful allocation to exchange-traded equities. All advisory activity appears to be handled on a non-discretionary basis, meaning the adviser makes recommendations while clients retain final trading authority. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices