The Family Firm
8120 Woodmont Ave. Suite 630, Bethesda, MD 20814
The Family Firm is an independent Fee-Only™ personal financial advisory firm headquartered in Bethesda, Maryland. 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.
More Business Info
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Services/Products
- Tax Planning
- Investment Advisor
- Estate Planning
- Financial Planning
- Investment Advisor
- Tax Planning
- Estate Planning
- Financial Planning
- Payment method
- amex
- Neighborhood
- Bethesda
- Accreditation
CFP®
CERTIFIED FINANCIAL PLANNER™
Fee-Only™
NAPFA
- Other Link
- Category
- Financial Planning Consultants