The Family Firm
8120 Woodmont Ave Ste 630
Bethesda, MD 20814 US
  • Finance & Legal

About The Family Firm

We provide you a comprehensive approach to help you see the full picture. By working with other financial professionals like CPAs, Estate Attorneys, insurance professionals, social workers, etc., we provide you with advice that takes into consideration various aspects of your life.

Location & Directions

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Services We Offer

Investment Management
Estate Planning
Tax Strategizing
Retirement Planning
Education Planning
Charitable Giving Strategies

Business Details

No. of Employees No. of Locations Year Founded
15 N/A 1982

Hours of Operation

Day Opens Closes
Sunday Closed
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

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Detailed Business Description

The Family Firm is an independent Fee-Onlyâ„¢ 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.

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