Family First Wealth Management, LLC

Family First Wealth Management, LLC is a Financial Planner in Sycamore, IL. The firm specializes in comprehensive financial planning for entire families, including tax planning, trust review, retirement management, and investment management. Led by Colonel Barry Federici, a retired United States Marine Corps Colonel and fiduciary, the practice focuses on evidence-based investment strategies and Modern Portfolio Theory to help clients preserve, protect, and transfer wealth. The team works with clients to develop family mission statements and customized long-term financial strategies. They serve clients in Sycamore and the surrounding Chicagoland area, offering services that include in-depth analysis of retirement accounts and legal documents.

Colonel Federici brings decades of experience in the capital markets, having begun his career in 1983 as a runner at the Chicago Mercantile Exchange. His background includes active duty service in the USMC, followed by roles on Wall Street and at a Big Five accounting firm focusing on high-net-worth clients. He holds an MBA with a concentration in finance and a master’s degree in accounting with a specialization in taxation from the University of Illinois. His credentials include Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, and he is a licensed attorney in Illinois. During his military career, he served five tours in the Middle East and chaired the DoD's Investment Advisory Committee, overseeing pension funds.

The firm operates as a fee-based advisor, meaning clients pay directly and do not receive commissions. This structure ensures transparency in compensation and aligns the firm’s interests with those of the clients. They utilize a disciplined, process-driven approach to grow capital wisely and efficiently. The team partners with experts in economics and academia to ground their advice in scholarly research. They provide confidential, customized solutions tailored to specific family goals, aiming to maximize risk-adjusted total return through a long-term perspective.

Family First Wealth Management, LLC combines deep financial expertise with a military background to provide honest feedback and complete disclosure. Their unique approach integrates legal, tax, and investment planning to create a sound financial legacy for future generations. By focusing on the entire family rather than just individuals, they aim to prevent conflicts and ensure sound financial decisions.

In Sycamore, Illinois, Family First Wealth Management, LLC offers specialized financial planning services that blend academic research with practical wealth management strategies to secure family legacies.

Located on Hauser Ross Drive in Sycamore, the business is about 0.2 miles from Penny's and 0.3 miles from Northwestern Medicine - Sycamore Gateway Drive.

BizScoreAI gave the website a Technical score of 96 out of 100, which ensures the site is secure and readable for search engines. The Discoverability score of 75 out of 100 allows AI crawlers to find every page. BizScoreAI also found that the firm ranks number 2 of 5 Financial Planner businesses in Sycamore.