AVISE FINANCIAL
SEC RegisteredFinancial planning for first-generation wealth builders.
About the firm
At Primeros Financial, we believe true wealth goes beyond money. It's about using your financial resources to create clarity, stability, and a life by design. The firm serves first-generation wealth builders with holistic financial wellness, exploring how money impacts mental, physical, and spiritual well being.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning covering areas such as generational care, student loans, travel and cultural experience savings, home buying, small business financial guidance, investing, family planning, lifestyle maximization, and spending plans.
Who they serve
First-gen wealth builders, passion-driven professionals, entrepreneurs, and young professionals who are ready to take control of their finances but need guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 123 | $48M |
| High Net Worth Individuals | 47 | $121M |
58 total clients reported on Form ADV.
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AVISE FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.