Family Financial Management, LLC (“FFM”) is a privately held firm specializing in independent Trust & Estate financial advice for affluent families. FFM does not provide advice regarding securities or securities markets; FFM is not a broker-dealer; FFM is not a Registered Investment Adviser. FFM does not provide legal or tax advice; FFM is not a law firm, lawyer, Certified Public Accountant. FFM does not provide banking or credit services; FFM is not a Bank or Trust Company. FFM does not serve in a fiduciary role; FFM cannot be appointed as an Executor, Trustee, Guardian, Conservator, or Power of Attorney. FFM does not provide financial planning services as defined by the CFP Board, but does provide financial advice. FFM’s financial advice and services comply with the Certified Financial Planner standard of Fiduciary Duty inclusive of the Duty of Loyalty, the Duty of Care and the Duty to Follow Client Instructions.
FFM works strictly on an hourly fee or retainer basis. FFM does not receive monetary compensation from third parties including asset management fees, trails, imbedded fees, finder fees, referral fees, placement fees, or commissions.
The material listed in this website is for informational purposes only, and it does not address the financial needs of any individual. FFM makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party that may be linked to FFM’s website. This web site is owned by Family Financial Management, LLC (“FFM”). Any and all accompanying screens, information and materials remain the exclusive property of FFM and FFM retains all rights. You may not copy, distribute, transmit, reproduce, publish, license or sell any information or services obtained from this site.