A complete list of active advisors currently associated with Whole Family Financial Services, Inc.

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

Whole Family Financial Services, Inc. is an independent, single-advisor registered investment adviser that works with individuals, high-net-worth clients and small business owners to provide financial planning, investment consultation and ongoing portfolio management. Services described in the brochure include broad and modular financial planning (cash flow, retirement, education, tax and estate planning), investment consultation, business consultation and divorce-planning assistance. The firm’s investment process centers on asset-allocation models informed by Modern Portfolio Theory and a mix of fundamental and technical analysis, with customized portfolios designed around client objectives, time horizons and risk tolerance. Accounts are managed on a primarily nondiscretionary basis, so the firm prepares recommendations and implements trades only with client approval and permits reasonable client constraints on holdings. What is notable about this firm compared with many independent peers is the scale and structure of its non-discretionary business: the brochure states the firm manages roughly $58.2 million on a non-discretionary basis across its client base and requires client pre-approval for trades, which limits trade aggregation and affects execution mechanics. The firm also documents a specific option to manage assets held directly at American Funds and describes practical involvement in client legal coordination (for estate and divorce planning), which are operational features not routinely emphasized by similarly sized independent advisers.

To learn more about the advisors currently working at Whole Family Financial Services, Inc., 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.

Name	Location	Years of experience
Deborah Gianelli	Bothell, WA	29

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