FAMILY FINANCIAL SOLUTIONS GROUP, LLC

Overview

Family Financial Solutions Group, LLC is a small, owner-led advisory firm focused on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and operates primarily as an accountant-advisor hybrid, combining tax and accounting capabilities with investment advice. Registered with the SEC in 2014 and organized as an LLC, the firm serves both high-net-worth individuals and institutional clients with a non-discretionary mandate: clients retain decision authority while the firm provides recommendations and portfolio management guidance. Investment activity centers on listed equity exposure, with an explicit preference for exchange-traded equities. The firm supplements equity allocations with mutual funds and corporate debt and makes use of third-party alternative managers across multiple categories to broaden return sources and manage risk. Family Financial Solutions Group is not positioned as an ESG-focused allocator and does not identify as a multi-state adviser.

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Public Holdings

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Location & Offices