Our Mission

First Allied Wealth Management (FAWM) is focused on a single mission: to guide you to financial independence. We define financial independence as the point when your savings (and income from savings) will afford your needs throughout your life expectancy. Meaning, your First Allied Wealth Management integrated wealth management program strives to supply you with a dollar amount equal to your monthly income for the rest of your life, so your career becomes an option rather than a requirement.

Our planning process begins with a thorough analysis of your current economic state and short- and long-term goals. Existing inefficiencies are identified through a comparison between your structure and an ideal planning protocol developed during more than three decades of ongoing financial research with thousands of high-income professionals. Then, we match your needs and objectives with what we believe to be the industry’s best products, programs and services, and we do it all inside of a detailed, written financial plan. The plan is designed to be a “living” document, which will be monitored and modified over time to keep pace with your evolving income, lifestyle expenses and overall financial goals.

Our Planning Platform, Past and Present

First Allied Wealth Management’s methodology was developed over more than three decades utilizing the Greenbook for Doctors planning protocol to meet the financial objectives of doctors. With an understanding of the unique earning, spending and savings patterns of physicians and dentists across different specialties and age groups, Greenbook was able to design integrated financial plans customized to each client’s individual needs.

Today, the Greenbook planning protocol continues to serve doctors, while First Allied Wealth Management, in conjunction with its affiliates, now offers a similar set of programs and services to affluent professionals and business owners across a wide variety of industries and vertical markets.

First Allied Wealth Management works hard to mitigate threats to your income and investments, and possible exposure to creditors and frivolous lawsuits. FAWM also helps clients recognize the tax implications of their entire portfolio, and select the most effective pension and business structures.

Key to the First Allied Wealth Management approach is the delivery and management of all programs and services through a single point of contact: your local First Allied Wealth Management Financial Advisor. FAWM Advisors are focused on one objective: leading clients to financial independence, the point in your life when your savings (and income from savings) afford your lifestyle needs throughout your life expectancy.