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

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

Family Financial Planning, LLC provides fee-only holistic financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. Its service roster includes portfolio analysis and management, tax planning, estate planning, retirement and risk management, and business development support. The firm emphasizes an asset-class based investment approach that favors no-load mutual funds, exchange-traded funds, and a mix of U.S. and foreign fixed income and equities, while structuring portfolios around each client’s tax situation, risk tolerance, and long-term goals. Advisory relationships are delivered primarily through open-retainer and project engagements and are implemented largely on a non-discretionary basis, with guidance on IRA rollovers and coordination with custodians for fee billing. What is distinctive is the firm’s affiliation with an accounting practice and the incorporation of tax and accounting work into its planning process, supported by multiple professional credentials that span financial planning and tax practice. The firm also serves a broader client mix than typical independents — including corporate and business clients and pension/profit-sharing plans — and operates on a fee-only basis without commission-based product sales.

To learn more about the advisors currently working at Family Financial Planning, 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.