A complete list of active advisors currently associated with Honor Family Office, LLC

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

Honor Family Office serves individual and high-net-worth clients through individualized portfolio management and ongoing comprehensive financial planning. The firm manages discretionary investment accounts and also offers tax return preparation services and coordination with third-party managers (TAMPs) as part of its client offerings. The firm’s investment approach is grounded in Modern Portfolio Theory and implemented primarily through passive, diversified exposures (index mutual funds and ETFs). It provides discretionary portfolio implementation with the ability for clients to impose reasonable investment restrictions, and it conducts scheduled reviews and ongoing plan monitoring. Noteworthy features include a very small client roster relative to assets under management, which suggests highly concentrated, relationship-driven engagements and a subscription-style planning arrangement billed quarterly. The adviser is a solo practitioner who assists clients with TAMP selection and oversight, provides tax return preparation (often via third parties), does not aggregate block trades, and discloses that it does not accept third-party compensation.

To learn more about the advisors currently working at Honor Family Office, 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.