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 services to individual and family clients. It offers standalone planning as well as a “Platinum” integrated package that combines investment management with tax planning/preparation, estate planning, and insurance planning components. The firm documents client objectives in an Investment Policy Statement and uses a mix of fundamental, modern portfolio theory, quantitative and technical analysis while implementing long-term trading/passive investment strategies on a discretionary basis. It operates as a fiduciary, conducts at least quarterly account reviews, and requires client accounts to be custodied through a designated broker-dealer to pursue best execution and access institutional services. Distinctive features for a firm of this size include its solo-practitioner structure (one advisor, approximately 38 clients and about $11.2 million in AUM) and the fact that a firm principal is a licensed insurance agent who accepts compensation for insurance product sales, a conflict the brochure discloses and documents. The firm also highlights integrated, no-additional-cost tax and estate services within its Platinum package and notes receipt of research and other institutional benefits from its required custodian, which are factors clients may want to consider relative to peers.

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.