A complete list of active advisors currently associated with Strategic Family Wealth Counselors, L.L.C.

Warmer can help you find a great advisor at Strategic Family Wealth Counselors, L.L.C. or one who fits your needs even better.

Strategic Family Wealth Counselors, L.L.C. provides comprehensive wealth management, financial planning, and portfolio management to individuals (including high net worth clients), trusts, estates, retirement plans and other entities. As of December 31, 2025 the firm reported approximately $1.66 billion in assets under management, with about $1.26 billion managed on a discretionary basis and $402.6 million on a non-discretionary basis across roughly 300 client relationships. The firm’s investment process emphasizes individualized financial planning and fundamental analysis, beginning with discovery interviews, written plans and investment policy statements, and continuing with quarterly monitoring and annual cash-flow/model updates. Portfolio implementation commonly uses Independent Managers and allocates among mutual funds, ETFs, collective vehicles and legacy positions, and the firm may recommend private placement opportunities to clients who meet accredited investor standards. Compared with many similarly sized team firms, Strategic Family Wealth Counselors has a substantially higher level of assets per advisor, reflecting a concentration of institutional-sized relationships under a four-advisor team. The firm also discloses the use of borrowing/margin in managed accounts when authorized by clients—which the brochure highlights as increasing portfolio leverage, potential risk and, where margin is used, the market value used for fee billing—an operational feature that is less common among peer team firms.

To learn more about the advisors currently working at Strategic Family Wealth Counselors, L.L.C., 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.