FAMILY AND MONEY MATTERS

Overview

Family And Money Matters is a small, independent RIA organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. The firm takes an equity‑centric approach to client portfolios, favoring exchange‑traded securities and mutual funds as primary building blocks. Its fee model is flexible — combining percentage‑of‑AUM billing with hourly and fixed fees — which suits clients who need both ongoing portfolio oversight and standalone planning or project work. The adviser operates with a concentrated client base and relatively high average account sizes, indicating a hands‑on, relationship‑driven service model rather than mass market product distribution. Family And Money Matters is not active on ESG mandates, does not present itself as a capital allocator to external private funds, and is not structured as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices