YOUR FAMILY MATTERS, LLP

Overview

Your Family Matters, LLP is an independent registered investment adviser organized as a limited liability partnership that serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker and provides accounting services, which appears to feed into its use of annuities and other insurance-linked solutions. Fee arrangements include percentage of AUM, hourly fees, and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives