First Liberties Financial

Offering clients access to a diverse range of financial services including trade execution,
investment banking, alternative investment capital raising and wealth management for over 30 years.

First Liberties' goal is to meet each client's needs and expectations. We work seamlessly across all lines of business to create comprehensive solutions for corporate and individual clients.

Our Experience

Our Management Team has a unique blend of expertise, entrepreneurship and a successful track-record that drives our innovative business.

Our Value

We offer clients access to a diverse range of services, from investment banking to wealth management, and create value by aligning our interests with theirs.

Work With Us

Founded on Understanding & Trust

Investment Banking

Facilitate buy and sell side deal activity, including capital raising, mergers and acquisitions, business advisory and much more.

Capital Raising

Dedicated to raising assets for institutional money managers, giving our clients access to a diversified audience of qualified global investors.

Institutional Trading

Specialize in trading fixed income and equity securities with a combined 40+ years of experience advising and trading for institutional clients.


Providing the design, structuring and implementation of private placement life insurance (PPLI) and private placement variable annuity (PPVA) investment vehicles for high net worth investors and family offices.

Who We Are

FLF representatives service institutions, corporations, alternative asset managers, and high-net-worth individuals providing a diverse range of services, from Investment Banking to Wealth Management.

Get In Touch

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