The Family Firm

The Family Firm helps you transition to living on--and ensuring that you won't outlive--your assets. We continuously coordinate financial planning and investment activities, developing and implementing a customized investment strategy that reflects your unique circumstances.   Our primary concern is your financial security.  We work with professionals --physicians, lawyers, and executives -- as well as with widows and business owners.

We successfully deliver our services nationwide via a secure virtual environment.

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Associates at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

3111 Camino Del Rio N Ste 400 San Diego, CA 92108-5724 Phone: (301) 767-7041

Primary Office

4800 Hampden Lane, Suite 520 Bethesda, MD 20814 Phone: (301) 656-3999

Other Offices

3111 Camino Del Rio N Ste 400 San Diego, CA 92108-5724 Phone: (301) 767-7041