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Family Investment Center

Updated today

Client AUM

$650,484,892

Clients

873

Advisors

12

across 3 offices

About

Family Investment Center is a multi-advisor registered investment advisory firm that serves individuals and families (including high-net-worth clients), as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management, and its financial planning engagements may include tax preparation, insurance review, retirement and estate plan reviews, and ongoing portfolio analysis.

The firm’s investment approach emphasizes fundamental security analysis and a generally long-term orientation while allowing for occasional short-term trading and discretionary portfolio management consistent with client objectives. Family Investment Center uses professional tools such as Morningstar Advisor Workstation and Nitrogen Wealth software, provides regular performance reviews and rebalancing, and structures planning relationships with a series of scheduled meetings in the initial year and reduced cadence in renewal years.

Compared with many peers, the firm maintains several distinguishing features: it distributes periodic client communications (newsletters/periodicals) and makes its Brochure and ongoing disclosures available online, it has explicit procedures limiting discretionary withdrawals from client accounts, and it may recommend establishing relationships with a related trust company for trust or custodial services. The firm also integrates tax services into planning engagements and records a multi-team structure with a relatively high advisor-to-client scale and formalized meeting schedule for initial planning clients.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Income planning

Occupation focus

Founder/Business Owner Retired

Demographic focus

Approaching retirement Mid-Career Professionals

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Fee options

Fixed

Flat retainer fees may be agreed upon in some circumstances for financial planning.

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%

Project-based

Hourly financial planning fees may be charged; specific rates not stated.

Other

Fee-only: Financial planning fees ranging from $2,000 to $30,000 for the first year; renewal fees from $600 to $12,000 annually, payable monthly, quarterly, or semi-annually in advance.

Main office

See office

3805 Beck Road

Saint Joseph MO 64506

Advisors at this office

7

Most active in

Alabama · Arizona · California · Colorado · Florida · Georgia · Indiana · Iowa · Kansas · Louisiana · Missouri · Nebraska · New Hampshire · North Carolina · Texas · Utah · Virginia · Wisconsin

Also doing business as

Family Investment Center · Family Investment Center, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sidney D

Series 65

Saint Joseph, MO

Family Investment Center

Sidney Davis is a financial advisor at Family Investment Center in Saint Joseph, MO, holding a Series 65 designation with four years of industry experience. Prior to joining Family Investment Center, Davis worked at Goetz Credit Union and Kohl’s Department Store. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with a focus on tax preparation, insurance review, and retirement and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across more than 800 clients through a multi-advisor team.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Paul A

Series 65

Saint Joseph, MO

Family Investment Center

Paul Albright is a financial advisor at Family Investment Center in Lenexa, KS, holding a Series 65 designation. He joined the firm in 2025 after a ten-year tenure at Oracle. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with an emphasis on tax, insurance, retirement, and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across 842 client relationships through a multi-advisor team.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Taren M

CFP®, Series 65

Lenexa, KS

Family Investment Center

Taren Mcmurray is a CFP® with seven years of industry experience, currently serving as a financial advisor at Family Investment Center since 2018. Prior to joining Family Investment Center, he worked for GTRUST Financial Partners for eleven years. Family Investment Center advises individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning services that include tax preparation, insurance review, retirement and estate plan evaluations, and investment planning. The firm employs a long-term investment approach based on fundamental security analysis and serves over 800 clients with approximately $596 million in assets under management.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals

Nate G

CFP®, EA

Lenexa, KS

Family Investment Center

An experienced fee-only financial planner, I work alongside a strong team helping many families across the United States fulfill their dream of reaching financial independence. Our focus on middle and upper-middle class families allows us to provide comprehensive financial planning and investment management through a fiduciary, fee-only approach. I enjoy helping clients make their money work more efficiently and effectively through proven financial planning systems and processes. Serving as a trusted resource gives clients confidence that they have an experienced professional to turn to when important financial decisions arise, helping reduce the stress and uncertainty that often accompany those decisions. I began my career in financial services after earning my undergraduate degree in Business Administration from Kansas State University in 2009 and have spent well over a decade providing financial planning advice to hundreds of client families. I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2014 and have been professionally preparing individual income tax returns since 2012. In 2024, I became an Enrolled Agent (EA) with the IRS, further strengthening my ability to incorporate tax planning and preparation into comprehensive financial advice. My extensive experience in financial planning, investment management, and taxation allows me to bring a well-rounded perspective to each client's financial life. By integrating these areas rather than viewing them in isolation, I help families make informed financial decisions, identify opportunities, and develop strategies designed to help them achieve their long-term goals.

Wealth management General tax planning Founder/Business Owner Retired Gen X (Born 1965-1980)
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Christine D

Series 65

Saint Joseph, MO

Family Investment Center

Christine Danford is a financial advisor at Family Investment Center in Saint Joseph, MO, holding a Series 65 designation with seven years of industry experience. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning that includes tax preparation, insurance review, retirement and estate plan assessments, and investment planning. The firm emphasizes fundamental security analysis with a long-term orientation and manages approximately $596 million across about 842 client relationships through a multi-advisor team.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Thaddus "Dan" D

CFP®, Series 65

Saint Joseph, MO

Family Investment Center

Thaddus "Dan" Danford is a CFP® professional with 27 years of industry experience, currently serving at Family Investment Center since 1998. He holds positions on the boards of National Advisors Trust Company, National Advisors Holdings, Inc., and National Advisors Trust of South Dakota, Inc. Family Investment Center provides portfolio management and comprehensive financial planning to individuals, families, charitable organizations, and businesses. The firm emphasizes fundamental security analysis and long-term investment strategies, managing approximately $596 million across over 800 client relationships through a multi-advisor team.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Tanner G

CFP®

Lenexa, KS

Family Investment Center

Tanner Garrett is a CFP® professional at Family Investment Center with two years of industry experience. His prior work includes roles at HyVee, Amazon Fulfillment, and Academy Sports & Outdoors. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning that includes tax preparation, insurance review, retirement and estate planning, and investment planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across over 800 client relationships through a multi-advisor team.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Richard S

CFP®, CFA®, Series 63

Lenexa, KS

Family Investment Center

Richard Salmen is a CFP® and CFA® with 10 years of experience in the financial industry. He has worked at Family Investment Center since 2017 and previously spent time at Northern Financial Advisors, Inc. He also operates a pilot services business outside of his advisory work. Family Investment Center is a multi-advisor registered investment advisory firm that serves individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a focus on fundamental security analysis and a primarily long-term investment approach.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
user avatar

Samuel H

CFP®, Series 66

Gilbert, AZ

Family Investment Center

Samuel Harrison is a CFP® with six years of industry experience, currently serving as an advisor at Family Investment Center. His prior experience includes roles at Fidelity Investments and J.P. Morgan Securities. Outside of his advisory work, he manages operations and finance part-time for TeddyMD LLC, a company that sells children's sleep aids online. Family Investment Center is a multi-advisor registered investment advisory firm that serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management, emphasizing fundamental security analysis and a generally long-term investment approach with discretionary portfolio management tailored to client objectives.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Winston M

CFP®, Series 65

Saint Joseph, MO

Family Investment Center

Winston Meyer is a CFP® and Series 65 designated advisor with five years of industry experience. He is currently with Family Investment Center, where he has worked for four years. Prior to that, he held roles at several firms including Invisor Financial LLC, Carlson Financial, and Cornerstone Financial. Family Investment Center is a multi-advisor registered investment advisory firm serving individuals and families, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a focus on fundamental security analysis and a generally long-term investment approach, supplemented by scheduled client meetings and integrated tax services.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Christopher S

Series 66

Saint Joseph, MO

Family Investment Center

Christopher Stiens is a financial advisor at Family Investment Center with 13 years of industry experience. He holds a Series 66 designation and has been with Family Investment Center since 2012. In addition to his work in financial advising, he owns and operates Advanced Aquatics, an environmental consulting business where he serves as a soil scientist consultant. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning for both non-high-net-worth and high-net-worth clients. The firm emphasizes fundamental security analysis and a long-term investment approach, managing approximately $596 million across about 842 client relationships through a multi-advisor team.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Daniel A

Series 65, Series 63

Saint Joseph, MO

Family Investment Center

Daniel Ahl is a financial advisor at Family Investment Center in Saint Joseph, MO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual and Tower Trust & Investment Company. Family Investment Center is a multi-advisor registered investment advisory firm serving individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes fundamental security analysis with a primarily long-term investment approach and offers comprehensive financial planning that may include tax, insurance, retirement, and estate plan reviews.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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