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General Info

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.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 301-656-3999

Address:
8120 Woodmont Ave. Suite 630 Bethesda, MD 20814
Email:

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Category
Financial Planning Consultants
Services / Products
Tax Planning, Investment Advisor, Estate Planning, Financial Planning, Investment Advisor, Tax Planning, Estate Planning, Financial Planning
Payment Options
amex
Neighborhood
Bethesda
Accreditation

CFP®

CERTIFIED FINANCIAL PLANNER™

Fee-Only™

NAPFA

Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.