A boutique wealth management firm built on three core principles— trust, service, and performance.
Let’s DiscussA boutique wealth management firm built on three core principles— trust, service, and performance.
Let’s DiscussComprehensive Wealth Planning
Our clients’ financial well-being is our top priority. We at First Long Island Investors, LLC (FLI) are dedicated to preserving and growing your wealth, not just for today but for future generations to come. As fiduciaries, we are legally and ethically committed to acting in your best interest, ensuring that every recommendation we make aligns with your long-term goals and values. FLI oversees approximately $2.1 billion in assets under management.*
*as of 12/31/2024
Trust
We take a side-by-side approach investing our assets alongside yours, aligning our interests.
Service
As an employee-controlled boutique wealth management firm for over 40 years, we focus on putting our clients first, offering personalized support and direct access to senior professionals, delivering tailored strategies and comprehensive solutions to help clients achieve lasting financial security.
Performance
Diversified investment approach designed to yield positive returns while reducing risk and volatility.