S&P 500: +1.2% NASDAQ: +0.8% DOW: +0.9% FTSE 100: -0.3% GOLD: $2,105.40 SILVER: $26.78 CRUDE OIL: +1.5% USD/EUR: 1.0842 USD/GBP: 1.2765 USD/JPY: 149.62 BITCOIN: $61,245.30
S&P 500: +1.2% NASDAQ: +0.8% DOW: +0.9% FTSE 100: -0.3% GOLD: $2,105.40 SILVER: $26.78 CRUDE OIL: +1.5% USD/EUR: 1.0842 USD/GBP: 1.2765 USD/JPY: 149.62 BITCOIN: $61,245.30
First Allied

Strategic Investment Solutions for Your Financial Future

Personalized investment strategies designed to help you achieve your financial goals with confidence and clarity.

Schedule Consultation Our Approach

Comprehensive Investment Services

We offer a wide range of investment services tailored to meet your unique financial needs and goals.

Portfolio Management

Our expert portfolio managers create diversified investment strategies aligned with your risk tolerance and financial objectives.

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Retirement Planning

Develop a comprehensive retirement strategy to ensure financial security and maintain your desired lifestyle in retirement.

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Estate Planning

Preserve and protect your assets while ensuring they are distributed according to your wishes with our estate planning services.

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Corporate Investment

Specialized investment strategies for businesses looking to optimize cash reserves and build long-term corporate wealth.

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Tax-Efficient Investing

Maximize your after-tax returns with investment strategies designed to minimize tax liabilities and enhance overall performance.

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Education Planning

Develop strategic investment plans to fund education expenses for children or grandchildren with tax-advantaged options.

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Why Choose First Allied Financial

For over two decades, we've been helping clients navigate the complexities of investing with confidence.

25+

Years Experience

Decades of proven expertise in investment management and financial planning.

$1.8B+

Assets Managed

Trusted by clients to manage and grow their wealth responsibly.

3,500+

Clients Served

Helping individuals and businesses achieve their financial goals.

92%

Client Retention

Our clients stay with us because of our personalized service and results.

Our Investment Approach

A disciplined, research-driven process designed to deliver consistent results while managing risk.

1

Discovery & Goal Setting

We begin by understanding your financial situation, risk tolerance, time horizon, and specific objectives to establish clear, measurable goals.

2

Strategic Asset Allocation

Based on your goals and risk profile, we develop a customized asset allocation strategy across various investment classes to optimize returns.

3

Investment Selection

Our team conducts thorough research to identify high-quality investments that align with your strategy, focusing on value, growth potential, and risk management.

4

Ongoing Monitoring & Adjustment

We continuously monitor your portfolio's performance, making strategic adjustments as market conditions change and your financial situation evolves.

Investment Approach

Personalized strategies for every client's unique financial journey

Investment Resources

Stay informed with our latest insights, market analyses, and educational materials.

Market Analysis
June 20, 2025

Q2 2025 Market Outlook: Navigating Volatility

Our analysis of current market conditions and strategic recommendations for investors in the second quarter.

Read Analysis
Retirement Planning
June 15, 2025

Retirement Planning in a Changing Economy

Essential strategies for securing your retirement in today's evolving economic landscape.

Read Guide
Tax Planning
June 8, 2025

Tax-Efficient Investment Strategies for 2025

Learn how to minimize tax impact and maximize returns with these proven investment approaches.

Read Article
View All Resources

Investment Growth Calculator

See how your investments could grow over time with our interactive calculator.

$
$
20

Projected Growth

Total Contributions

$130,000

Total Interest

$162,945

Final Balance

$292,945

Annual Income*

$11,718

*Estimated annual income based on 4% withdrawal rate

Our Expert Team

Meet our team of experienced financial professionals dedicated to your success.

Mathew Patterson

Mathew Patterson

Founder & CEO

25+ years of experience in investment management and financial planning.

Mathew Patterson

Founder & CEO

Former VP at Goldman Sachs with expertise in portfolio management and wealth preservation strategies for high-net-worth clients.

Jennifer Lawson

Jennifer Lawson

Chief Investment Officer

20+ years specializing in asset allocation and market analysis.

Jennifer Lawson

Chief Investment Officer

MBA from Wharton with extensive experience in global markets and strategic asset allocation for institutional clients.

Michael Chen

Michael Chen

Senior Portfolio Manager

15+ years of experience in equity research and portfolio construction.

Michael Chen

Senior Portfolio Manager

CFA charterholder with expertise in quantitative analysis and emerging markets, previously managed $500M in client assets.

Sophia Rodriguez

Sophia Rodriguez

Director of Financial Planning

12+ years specializing in comprehensive financial planning strategies.

Sophia Rodriguez

Director of Financial Planning

Certified Financial Planner™ with expertise in retirement planning and estate strategies for high-net-worth families.

What Our Clients Say

Hear from clients who have transformed their financial future with First Allied Financial.

"First Allied Financial has completely transformed our retirement outlook. Their personalized approach and attention to detail gave us confidence in our financial future that we never had before."

Robert & Susan Campbell

Robert & Susan Campbell

Clients since 2015

"As a business owner, I needed investment strategies that complemented my company's growth. The team at First Allied created a comprehensive plan that aligned perfectly with my business and personal goals."

David Zhang

David Zhang

Client since 2018

"I've worked with several financial advisors over the years, but none have provided the level of service and results that I've experienced with First Allied. Their tax-efficient strategies have made a significant difference in my portfolio's performance."

Dr. Michelle Johnson

Dr. Michelle Johnson

Client since 2017

Ready to Secure Your Financial Future?

Schedule a complimentary consultation with our expert advisors to discuss your financial goals and investment strategies.

Schedule Consultation Call Us: +1 213-204-6835

Contact Us

Have questions or ready to start planning your financial future? Get in touch with our team.

Our Office

6399 Wilshire Blvd, Suite 704

Los Angeles, CA 90048

+1 213-204-6835

Monday - Friday: 9:00 AM - 5:00 PM

Saturday - Sunday: Closed