A complete list of active advisors currently associated with Family CFO, LLC

Warmer can help you find a great advisor at Family CFO, LLC or one who fits your needs even better.

Family CFO, LLC provides non-discretionary asset management and ongoing financial planning to individuals and business entities, and it also offers educational seminars and workshops for the public. The firm supplements advisory services with independent consulting and involvement in a financial literacy nonprofit. The firm documents client goals and risk profiles to tailor strategies using both fundamental and technical analysis, with investment selections and trade execution requiring prior client approval. It allows client-imposed restrictions (for example, socially conscious investments) and performs quarterly account reviews while using proprietary dashboards and periodic net-worth or risk analyses to monitor progress. Noteworthy features include the firm’s small, single-advisor structure and the fact that it reported no assets under management as of December 31, 2020, an uncommon profile for firms in this category. The adviser also maintains licensed insurance and real estate activities and outside consulting relationships, all of which are disclosed and managed through the firm’s conflict-mitigation procedures, and the firm does not sponsor wrap fee programs.

To learn more about the advisors currently working at Family CFO, LLC, 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.