The Family Firm
The Family Firm helps you transition to living on--and ensuring that you won't outlive--your assets. We continuously coordinate financial planning and investment activities, developing and implementing a customized investment strategy that reflects your unique circumstances. Our primary concern is your financial security. We work with professionals --physicians, lawyers, and executives -- as well as with widows and business owners.
We successfully deliver our services nationwide via a secure virtual environment.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.