A complete list of active advisors currently associated with Family and Money Matters

Warmer can help you find a great advisor at Family and Money Matters or one who fits your needs even better.

Family and Money Matters provides ongoing comprehensive financial planning, limited‑scope project planning, and tailored investment management, including advice on held‑away assets and the use of third‑party managers. The firm works one‑on‑one with a small number of high‑net‑worth individual clients and maintains account minimums for managed assets and for ongoing advising on held‑away investments. The firm’s investment analysis relies on fundamental research but portfolios are generally implemented through a passive approach, using index mutual funds and ETFs to construct asset‑class allocations. It selects and monitors third‑party model managers — including a technology‑supported sub‑advisor that applies Modern Portfolio Theory — and permits reasonable client‑imposed restrictions while executing trades on an individual basis rather than block trading. Notable distinctions include a reported significant non‑U.S. client base, a feature that is uncommon among independent solo advisers. The firm also emphasizes family‑oriented planning and related specialty competencies — such as divorce financial analysis, family mediation and family business advising, plus family‑office experience — which may shape its focus on intergenerational and family‑dynamics issues in addition to traditional financial planning and portfolio management.

To learn more about the advisors currently working at Family and Money Matters, 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.