A complete list of active advisors currently associated with Family Investment Advisory, LLC
Warmer can help you find a great advisor at Family Investment Advisory, LLC or one who fits your needs even better.
The firm provides discretionary portfolio management for individuals, trusts, and estates and — according to its brochure — no longer accepts new standalone financial planning engagements. It reports a small client base and manages roughly $1.43 million in regulatory assets under management. The firm constructs individualized, diversified portfolios using asset‑allocation and fundamental analysis and may invest in certificates of deposit, bonds, mutual funds, ETFs, options, and stocks. Investment strategies include long‑term and short‑term purchases and trading, with account reviews performed quarterly and client meetings generally semi‑annually. The brochure discloses that the firm’s principal is also a licensed independent life and health insurance agent, appointed with multiple insurance companies and earning commissions for insurance sales (about six hours per month devoted to that activity), a potential conflict the firm says it mitigates through fiduciary duties and its Code of Ethics; clients are not required to purchase insurance through the firm. The principal serves as the firm’s chief compliance officer with no internal supervision, and the firm relies on a third‑party custodian relationship that provides practice‑support and research services.
To learn more about the advisors currently working at Family Investment Advisory, 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.
Name |
Location |
Years of experience |
|---|---|---|
Nashua, NH
| 26
|
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