Your Dedicated and Experienced Financial Experts
Family First Wealth Management focuses on planning for the whole family and uses a comprehensive approach to help achieve financial security for future generations. Rely on our experts to create specific strategies based on your financial needs and goals.
Core Values Understanding, Honesty, and Integrity
We uphold the highest level of respect for our clients and for our process of asset allocation.
We are candid and make sure to keep your information confidential. Trust that we will provide you honest feedback as well as complete disclosure and transparency in all matters.
Building Solid Relationships
We look for ways to exceed expectations and improve your businesses, and your family members’ financial standing.
Led With Expertise
Back in 1983, Colonel Barry Federici began his journey as a runner at the Chicago Mercantile Exchange with an international commodities firm. He has worked and been involved in many areas of the capital markets, including equity, fixed income, funds, ETFs, commodities, and other instruments such as options.
Life After the USMC
After serving on active duty in the United States Marine Corps (USMC), he was hired to work on Wall Street as a stockbroker by a leading financial firm and had his own branch office.
In 1997 he earned a scholarship to the University of Illinois in Champaign where he earned an MBA (concentration in finance) and a master’s degree in accounting (specializing in taxation) so that he could better serve his clients. He then worked at a Big Five accounting firm, with a focus on high-net worth clients, including tax and Investment Advisory Services.
Working Towards Greater Things
After the tragic events of 9/11, Colonel Barry Federici returned to active duty. In 2015, following his third post-9/11 combat tour in Afghanistan, he was selected to Chair the DoD's Investment Advisory Committee (IAC). The IAC oversees all Defense Finance and Accounting Service (DFAS) special-use and retirement pension funds, totaling in excess of $1.1 trillion. This opportunity allowed Colonel Federici to combine his financial and investment expertise with his service to Country. A true privilege!
Barry's credentials include: Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Personal Financial Specialist (PFS), and Certified Financial Planner (CFP). Colonel Federici is also a licensed attorney in the State of Illinois.
In 2019, Colonel Federici retired from the Reserves as a USMC Colonel after 30 years of service, with five tours in the Middle East, including multiple combat tours in Afghanistan. During his 37-year financial career, Colonel Federici has worked on both the "buy-side" and "sell-side" executing thousands of capital market transactions for his clients and family.
What We Offer
We are different from other firms because we provide confidential, customized solutions and comprehensive wealth management services that are tailored and personalized towards your specific family goals and mission statement. We transform lives by helping families achieve their dreams for generations to come.
Colonel Federici has many credentials and experience that are rarely acquired by investment advisors. Our strategies are guided by top academic research conducted by eminent leaders in the financial world. In order to uphold our unwavering commitment and responsiveness, we only work with select families.