Whole Family Financial Services, Inc.

Overview

Whole Family Financial Services, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily on a fee basis—charging a percentage of assets under management and offering hourly consulting—and appears to run most client relationships on a non‑discretionary platform. Investment activity centers on liquid, exchange‑traded exposures supplemented by third‑party alternative allocations; the firm does not identify itself as an active ESG investor and is organized to serve individual and family clients rather than institutional pension plans. Portfolio construction emphasizes publicly traded equities and mutual funds as the core holdings, with supplemental allocations to hedge fund and real estate strategies through external managers. The firm’s stated advisory services are straightforward: comprehensive financial planning combined with portfolio implementation and monitoring for a small, concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices