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 serves individuals, family offices, trusts, estates, charitable organizations and other private and institutional clients with discretionary investment management, multifamily office services, and financial planning. The firm reports $321,016,870 in discretionary assets under management as of December 31, 2025 across roughly 121 client relationships. The firm generally seeks discretionary authority to implement customized or model portfolios, monitor performance and rebalance for changes in market conditions or client circumstances, and offers both long‑ and short‑term trading approaches. Its disclosure describes use of margin, option writing and futures among the strategies it may employ, as well as routine monitoring and valuation practices for less liquid holdings. Distinctive features noted in the brochure include an unusually high amount of AUM per advisor for a supported firm and the availability, for qualified clients, of negotiated performance‑based fee arrangements. The firm also provides multifamily office functions (including bill‑pay/check‑signing authority), participates in Schwab’s institutional program, and discloses that some advisory representatives are licensed to sell insurance products, which the brochure identifies as a potential source of conflict.

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.