The Family Firm provides Fee-Only™ (independent) financial advisory services to individuals and families primarily in the Washington, DC Metro area, including Maryland and Virginia.

Named one of the nation’s leading personal financial advisory firms, The Family Firm coordinates investment and financial planning activities for you consistent with your unique needs and circumstances. Our services are designed to help you achieve and maintain financial independence, at a price that is affordable. This has been our sole mission for the more than twenty years we've been in business.

Our approach is personal and comprehensive. Our goal is your trust and peace of mind.

Listen to our November 19th Investment Conference Call…