THE FAMILY FINANCIAL GROUP

Overview

The Family Financial Group is a limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm’s primary advisory services are financial planning and the selection of other advisers, and it bills clients on an hourly basis rather than on an asset-fee model. Ownership is listed as an individual proprietor, and the firm reports functioning as a capital allocator—sourcing and directing client capital to outside managers rather than running internal pooled funds. The firm does not identify as an active ESG investor, does not perform pension consulting, and is not flagged as a newly formed adviser. Industry ties include an affiliation with accounting professionals, which aligns with its planning and advisory emphasis rather than direct portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices