FAMILY FINANCIAL SERVICES, LLC

Overview

Family Financial Services, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker and provides accounting-related services, which informs its approach to retirement and income-focused planning. Its advisory engagement model leans toward non-discretionary relationships and hourly work alongside percentage-of-AUM billing, suggesting a consultative, client-directed investment process rather than a high-turnover, delegated asset-management model. Investment activity is concentrated in equities and exchange-traded products, with a clear preference for publicly traded securities. The firm does not position itself as an active ESG investor and is not structured as a multi-state adviser. Given its business mix—insurance distribution plus accounting and wealth advice—investment solutions emphasize practical income and risk-management tools (annuities and mutual funds are used), and the firm’s advisory scope appears centered on aligning investments with tax, insurance, and cash-flow planning needs.

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Location & Offices