A complete list of active advisors currently associated with Family AI! Financial

Warmer can help you find a great advisor at Family AI! Financial or one who fits your needs even better.

Family Ai! Financial is an independent, fee-only advisory firm that serves individuals and high‑net‑worth clients, offering investment management alongside ongoing and project‑based financial planning. The firm’s planning services cover topics such as business planning, retirement and college planning, estate and tax considerations, insurance reviews, and employee benefits optimization. The firm applies modern portfolio theory to construct asset allocations that combine passive and active vehicles, and it can incorporate socially responsible investing screens when clients request them. Investment management is discretionary and generally delivered in the context of an ongoing planning relationship so that portfolio decisions are intended to align with each client’s broader financial plan and risk tolerance. Distinctive features include a very small, boutique scale—with a single advisor, a limited client roster, and roughly $12.6 million in assets under management—enabling planner-led, customized engagements rather than standardized programmatic delivery. The firm also offers public and organizational educational seminars (a less common offering among independent advisors) and maintains institutional custodian relationships that emphasize fully digital account opening and integrated technology.

To learn more about the advisors currently working at Family AI! Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jason Su	Fairfax, VA	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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