# FirstRise - **Website:** - **Primary alias:** `firstrise.com` ## Description FirstRise Investments is a financial advisory firm offering personalized guidance for individuals, families, businesses, and employers. A registered branch of Independent Financial Partners (IFP), FirstRise provides investment advice through IFP Advisors, LLC, a registered investment adviser. Its team includes professionals holding CFA, CFP, and General Securities Principal credentials. The firm specializes in management of Self-Directed Brokerage Accounts (SDBAs), including Fidelity BrokerageLink and Schwab PCRA, with tailored investment strategies. Its financial planning services cover retirement strategies, tax optimization, college savings, and life insurance. FirstRise also supports businesses and employers with financial solutions and employee benefits guidance, and offers private wealth services. Through its relationship with Schwab, clients can access a range of investment products, account types, trading services, and online account tools. FirstRise has branch offices in Fort Lauderdale, Florida, and Stamford, Connecticut, and invites prospective clients to speak with an advisor about their goals. Investment services are subject to applicable registration and regulatory requirements; the firm notes that investing involves risk and past results do not guarantee future outcomes. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ - 💰 Investing _(under Finance)_ ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idVla57Fba/w/768/h/235/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791014980833) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Brandy Punch | #db922d | accent | | Nile Blue | #1a3a52 | dark | | Athens Gray | #f8f9fa | light | ## Fonts - var(--font-accent) — asset _(custom)_ - var(--font-primary) — asset _(custom)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._