The Family Firm is a Fee-Only™ firm.
From our home office in Bethesda, we focus on providing a conflict-free environment for our clients in order to help them reach their individual financial goals. We do not receive commissions from any institution or from the investments we recommend. We do not work for any bank, brokerage firm or insurance company when selecting products and services for you.
Our mission is to enable our clients to see themselves in the bigger financial picture. We accomplish this via a comprehensive, individualized, approach to planning and investing that cuts through the fog of financial jargon while maintaining a singular focus on helping our clients reach their goals.
All we do at The Family Firm is based on these principles and beliefs:
- We believe that financial advice is most effective when it is independent, unbiased and without conflict of interest. We are proud to be a fee-only™ firm.
- We believe that, once acquired, financial security must be prudently safeguarded.
- We believe that financial security is built and sustained from a progression of sensible decisions about savings and lifestyle.
- We believe that financial strategies are most effective when they are based on a thorough understanding of your personal circumstances and goals. From this understanding, investment decisions and financial planning activities become integrated and oriented towards your individual goals.
- We believe that your peace of mind is paramount.