Your Family Matters, LLP

Overview

Your Family Matters, LLP is an independent registered investment adviser organized as a limited liability partnership. The firm works with individual and family clients as well as institutional relationships, but its advisory activities emphasize financial planning and portfolio management for individuals and small businesses. The firm also conducts insurance brokerage and accounting activities alongside its investment advisory business. Its billing mix includes asset-based fees as well as hourly and fixed-fee arrangements. The adviser is not positioned as an active ESG investor and is not described as a multi-state or capital-allocating firm.

Assets & Accounts

Investments & Alternatives