Stacy Bakri (CDFA, CFP®)

Planning Specialties

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, business owners, and those in alternative lifestyles. 


Why spend your hard-earned dollars on commissions and high mutual fund management fees instead of on trusted guidance from your own team of financial experts?


We successfully deliver our services nationwide via a virtual environment.

NAPFA Start Date

July 12, 2008


This Office

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