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First Servant Wealth Management

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website firstservantwealth.com
Client types

Overview

First Servant Wealth Management is a boutique wealth advisory firm founded by experienced advisors committed to client-first service. They emphasize transparent advice, custom strategies, and fiduciary integrity. Operating under &Partners, LLC as their broker-dealer / advisory platform, First Servant serves individuals, business owners, and families needing tailored portfolios, tax-aware planning, estate strategies, insurance solutions, and charitable giving guidance. Their philosophy is built on listening first and designing investment solutions aligned with each client’s goals and risk tolerance, while leveraging institutional infrastructure and custodial support through Fidelity/Wealthscape.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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