Our Total Financial Wellness Approach is purposeful, research-based and commission-free.
Your vision of freedom drives every decision we make on your behalf.
At Family Investment Center, we sit down with you to talk about your goals. While banks offer mass-produced services, we are fully committed to your investment objectives and financial success. We are truly advisors – not salespeople.
We follow proven financial principles instead of chasing fickle market trends.
Our experience and credentials mean we can offer in-depth education as to why things are happening and, more importantly, what should happen next.
We are a fiduciary, making it our responsibility to act in your best interests.
As a member of the National Association of Personal Financial Advisors (NAPFA), we’re proud to be listed among national advisors who are truly fee-only and subscribe to the belief that clients’ needs come first.