MYFAMILYCFO, INC.

Overview

Myfamilycfo, Inc. is an independent registered investment adviser focused on serving individuals and families with planning-driven advice and delegated manager selection. The firm operates as a capital allocator — it provides portfolio management for individuals and small businesses and helps clients select third‑party advisers rather than running large in‑house asset platforms. Advisory work is paired with insurance brokerage services, and the firm charges clients through a mix of hourly fees, fixed fees and other non‑AUM billing arrangements. Investment activity points to a planning-first approach: the adviser appears to combine financial planning engagements with selective portfolio oversight and manager sourcing. The firm is not an active ESG investor and it is not structured as a multi‑state adviser, which suggests a local or single‑state operating footprint and a client focus on customized solutions rather than scale-driven model portfolios.

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Investments & Alternatives

Location & Offices