Family Financial Services, LLC

Overview

Family Financial Services, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with complementary insurance and accounting activities, operating as both an insurance broker and an accountant. Its fee model includes AUM-based charges and hourly fees. The adviser does not describe itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives