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

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

The firm provides portfolio management and financial planning to individual clients, including high‑net‑worth individuals. Its advice generally covers mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), annuities and Treasury inflation‑protected securities, and it operates on an asset‑based fee model with no stated account minimum. The adviser documents client objectives with Investment Policy Statements, employs a range of analytical techniques (charting, fundamental, technical, quantitative and modern portfolio theory) and follows a long‑term trading approach with at least quarterly reviews. Client accounts are managed on a non‑discretionary basis unless a client grants written trading authority, so the firm seeks client approval before executing trades. Noteworthy distinctions include that the firm’s principal also provides tax‑preparation and basic estate‑planning services and is a licensed insurance agent, activities the brochure discloses as conducted outside the advisory business and as potential sources of conflict. The brochure also discloses a prior regulatory enforcement event (a 2009 cease‑and‑desist order for failure to register) that the firm reports as resolved, and ownership of the firm is shared between the principal and a trust.

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