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

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

Founder Family Financial, LLC is a registered investment adviser that provides wealth management, investment management, family office and financial planning services to individuals, family offices, trusts, estates, pooled investment vehicles and other entities. The firm reports $321,016,870 in discretionary assets under management and serves roughly 119 clients. The firm typically delivers personalized, discretionary portfolio management and financial planning tailored to client objectives, risk tolerance and liquidity needs, using model portfolios, ongoing monitoring and rebalancing. Its disclosed strategies include the use of margin and derivatives (such as options and futures) in client accounts, and it may enter into performance‑based fee arrangements for qualified clients; the brochure describes policies intended to monitor suitability, valuation and allocation conflicts associated with those practices. Distinctive features noted in the brochure include a single listed investment professional overseeing a relatively large asset base (resulting in high AUM per advisor) and operation as a multifamily office that provides bill‑paying and limited custody services. The firm also manages and recommends affiliated private pooled funds and discloses these relationships as potential conflicts of interest, with stated procedures to address them.

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