# Family First Financial Planning

Family First Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** familyfirstfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/leslie-trowbridge-70b9389

## Regulatory record

- **CRD number:** 131254
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131254

## About

FAMILY FIRST FINANCIAL PLANNING is a state-registered investment adviser in STUART, FL. It has 2 employees and 2 investment advisers. The firm is based in Florida.

## People

- Joseph McLeod — President

## Questions

### Who runs investment decisions at Family First Financial Planning?

Joseph McLeod, the firm's President and sole investment adviser representative, makes all investment and planning decisions. The firm operates as a solo-practitioner RIA, meaning no investment committee or external manager directs allocations. McLeod has practiced in the Port St. Lucie area for years and maintains full discretion over client recommendations.

### What client segment does Family First Financial Planning serve?

The firm serves individual investors and high-net-worth households concentrated on Florida's Treasure Coast, particularly in St. Lucie and Martin counties. Its service model is designed for clients in or approaching retirement, with a heavy emphasis on income planning, Social Security claiming strategies, and tax-efficient distribution sequencing rather than wealth accumulation for younger earners.

### Is Family First Financial Planning affiliated with a broker-dealer or larger platform?

According to public regulatory records, the firm does not appear to be part of a corporate RIA platform, aggregator, or broker-dealer affiliation. It is an independently registered investment adviser under Joseph McLeod's individual ownership. This solo-practitioner structure means no external capital, no institutional parent, and no shared compliance infrastructure.

## Related profiles

- [Chien, Josephine](https://altss.com/profile/chien-josephine)

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Last updated: 2026-06-03T20:00:00.000Z

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