Family Financial Advisors was founded in 2008 with a simple mission: to provide honest, accessible financial planning that helps families at every stage of life build security and achieve their dreams.
Your goals, values, and concerns drive every recommendation. We're here to serve you, not sell products.
Financial planning shouldn't feel overwhelming. We break down complex topics into clear, actionable steps you can understand and implement.
We're not here for a quick transaction. We build lasting partnerships that span decades and generations, celebrating milestones together.
We return calls, answer questions, and make time when you need us. Financial planning works best when communication flows freely.
Founder & Lead Advisor
CFP - After spending 10 years at large brokerage firms, Sarah founded Family Financial Advisors to provide the caring, personal service families deserve. She specializes in retirement and college planning.
Senior Financial Planner
CFP, ChFC - Michael brings 18 years of experience helping young families navigate home purchases, budgeting, and building wealth. He's a father of three and understands family financial challenges firsthand.
Financial Planner
CFP - Jennifer specializes in helping clients maximize employee benefits, stock options, and equity compensation. She previously worked in corporate HR before transitioning to financial planning.
Estate Planning Specialist
J.D., CFP - A former estate attorney, David helps families create wills, trusts, and legacy plans that reflect their values and protect future generations.
We believe in supporting the families and communities that support us. Our team regularly volunteers and contributes to local organizations including: