At Family Investment Center, our main concentrations are investment management and financial services. While banks offer mass-produced services, we bring the same use of modern tools in a much more focused environment. Our advisors can sit down and really talk with you about your options because we are truly advisorsnot salespeople.

When you work with us, you’ll find we offer both academic and investment credentials in a commission-free setting. We’re fully committed to your investment objectives and success, rather than splitting time into other areas.

Few teams have the national and industry recognition of Family Investment Center; few have the knowledge of modern investment tools that successfully carry out timeless principles of investing in a small, approachable setting. Because Family Investment Center is truly focused on your success, we can also be a resource in helping you determine your own picture of success, what it will cost, and the steps to get there.

Family Investment Center: Why We’re Different

When it comes to money, why is Family Investment Center doing things differently? What types of people are successful with this unconventional, commission-free investment approach? Why do we say “Money is freedom, and freedom is fun?” View this introductory video to hear the story (and to see if your goals mean you’re a good fit to be part of the story).


Investment solutions may include:

  • Mutual funds
  • Bonds
  • Stocks
  • Exchange-traded funds
  • Cash and money market funds
  • Other assets, as appropriate to meet goals

We’re here to help. Give us a call or an email today.


Ready to start your own Freedom Tour (a.k.a. retirement?)
Find out how our unique perspective and experience
can go alongside you every mile of that journey





"There's sincere joy in seeing clients find freedom through financial success."
- Dan Danford