A complete list of active advisors currently associated with Family Fiduciary Services, Inc.

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

Family Fiduciary Services, Inc. serves a mix of individual and high-net-worth clients as well as entities such as trusts, corporations, and foundations, offering discretionary investment management and modular or comprehensive financial planning. The firm also provides trustee services and related operational offerings, including bill‑paying and tax‑organization assistance, as optional components of its advisory engagements. Investment decisions are made by an investment committee that meets regularly and implements customized portfolios based on client risk profiles and target allocation guidelines, with investments generally held in mutual funds, ETFs, and cash equivalents. For taxable accounts the firm may employ a direct‑indexing approach through a Fidelity Institutional sub‑adviser to pursue tax‑sensitive strategies such as tax‑loss harvesting. FFSI’s brochure highlights several practices that distinguish it from many peers: it commonly serves as corporate trustee and offers bill‑paying/tax organization alongside investment management, uses a Fidelity platform and a Fidelity sub‑adviser for direct indexing, and generally requires custody at Fidelity — arrangements the firm discloses as creating material conflicts of interest. The firm also discloses a financial‑planning fee credit tied to subsequent engagement of its investment management services and notes certain operational practices (e.g., limited trade aggregation and not voting client proxies) that differ from some advisors.

To learn more about the advisors currently working at Family Fiduciary Services, Inc., 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.