Penn First Advisors

Overview

Penn First Advisors is an independent registered investment adviser organized as a corporation that focuses on serving individual and family clients and small businesses. The firm provides financial planning and portfolio management services and operates primarily on a non-discretionary basis. Its advisory engagement model supports fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Investment activity is concentrated in publicly traded pooled vehicles—principally mutual funds—supplemented by annuity products tied to its insurance affiliation. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices