A complete list of active advisors currently associated with Family Wealth Advisors

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

Family Wealth Advisors provides financial planning and discretionary investment management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. Services described in the brochure include written financial plans, ongoing portfolio management, and implementation through custodial accounts at independent custodians. The firm implements proprietary Target Return model portfolios (labeled 6%–10%) constructed with no‑load mutual funds and ETFs and by selecting specialist institutional money managers; accounts are typically managed on a discretionary basis and fees are billed as a percentage of assets. Client intake relies on in‑depth interviews to set objectives and risk tolerance, and accounts are reviewed periodically with rebalancing and custodian‑driven reporting. Notably, the firm’s principal maintains equity interests in affiliated limited‑liability companies that own and manage a mobile home park and operate a manufactured‑home retail business, and the adviser acted as sponsor/syndicator for a private real estate pooled vehicle that solicited investments from clients and non‑clients. Those affiliated real estate activities, related brokerage/syndication work, and the receipt of compensation tied to those ventures represent involvement in private pooled investments and other financial product sales—features the brochure highlights and that are less common among similar advisers.

To learn more about the advisors currently working at Family Wealth Advisors, 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.