A complete list of active advisors currently associated with Your Family Matters, LLP

Warmer can help you find a great advisor at Your Family Matters, LLP or one who fits your needs even better.

Your Family Matters, LLP provides discretionary portfolio management and financial planning primarily for individual clients, offering standalone planning and an optional Platinum package that integrates tax planning, estate planning, and insurance planning. The firm reports about $12.8 million in assets under management across 84 client accounts and operates with a single registered adviser. Investment decisions are made under written Investment Policy Statements and guided by fundamental, quantitative, technical analysis and modern portfolio theory, with a general emphasis on long-term/passive strategies. Financial planning is complimentary for portfolio management clients, while standalone planning is available on an hourly or fixed-fee basis. Distinctive aspects include that a supervised person associated with the firm is a licensed insurance agent who may receive commissions for insurance and annuity sales; the brochure discloses this conflict and states clients may purchase recommended insurance elsewhere. The firm requires clients to custody assets at a designated institutional custodian (Schwab) and receives related services from that custodian; its recent formation (2024) and small scale inform a centralized, single-adviser review and service model.

To learn more about the advisors currently working at Your Family Matters, LLP, 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
John Goble	Cordova, TN	11

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