Financial Advisors for Military Personnel, Veterans, & Their Families

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Our Advisor Difference

Our passion to help comes from our personal military connections.

How can we help

Financial advice tailored to military life.

We're committed to coaching our Nation's military families to become financially disciplined and confident. We pride ourselves on helping clients get financially squared away from the start of their military careers to retirement and beyond.

Financial Coaching

Investing & Saving

Insurance

Banking

See Our Difference

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Careers at First Command

Get your career squared away.

We're seeking talented people with military experience or connections to become Financial Advisors in offices across the country, overseas, or at our Home Office in Fort Worth, Texas.

Coaching Center

Tools & Advice

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Insights

On the Life and Death of the 60/40 Portfolio

A review of Markowitz’s 60/40 portfolio strategy in the dual bear market of 2022. Learn how the spirit of the rule is valid among shifting market behaviors.

Jul 14, 2025 | 13 min. read

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Insights

Q2 2025 Market and Economic Commentary

First Command’s Investment Management Team reflects on Q2 2025 and their expectations for growth and performance of financial markets for the rest of the year.

Jul 8, 2025 | 5 min. read

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Financial Resources

Fundamentals of Social Security Benefits

An easy-to-understand guide to Social Security benefits in the U.S.—how they work, who qualifies, tax implications, and strategies to maximize your benefits.

Jul 8, 2025 | 10 min. read

Visit Coaching Center

We support the causes that matter to our Nation’s military families.

Military Academy Programs

First Command is proud to partner with U.S. Service Academies by sponsoring athletic programs at West Point, the Naval Academy, Air Force Academy, and Coast Guard Academy.

Community Commitment

First Command partners with outstanding organizations who contribute to the well-being of military families, whether in a financial capacity or other aspects of life.

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Get information about this firm with FINRA's BrokerCheck. Visit FINRA's BrokerCheck

Review our Client Relationship Summary for our brokerage and advisory services. Visit our Form CRS