Financial planning means developing a comprehensive strategy in order to meet client needs.  In the area of investment management, we have developed a process that helps our clients to fulfill their monetary goals.  Family Wealth Advisors provides our clients with unbiased advanced investment, estate and retirement planning counsel.

Our client list is extremely varied, but over the years we have developed special expertise in the needs of retirees and owners of closely held businesses.  The professionals at Family Wealth Advisors have been in business over 20 years and are highly qualified to help you with sophisticated investment and planning issues.

We are compensated either through a fee-only or fee-based structure.

Fee-Only
With a fee-only structure, we receive no third-party compensation.  We are free to select any investment.  We have access to a vast array of no-load funds as well as many of the countries best load mutual funds that can be purchased at net asset value, thereby avoiding the front-end charges.

Fee-Based
With a fee-based structure, we charge a fee for initial planning and annual evaluation and also receive compensation from a third party.  The client is free to choose the program that is appropriate and meets their needs.