A complete list of active advisors currently associated with Family Investment Center

Warmer can help you find a great advisor at Family Investment Center or one who fits your needs even better.

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.

To learn more about the advisors currently working at Family Investment Center, 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.