The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies. Our hallmarks include a low advisor-to-client ratio and our personal knowledge of each client’s values, challenges and goals for long-term financial security. The Family Firm does not sell financial products or receive commissions from institutions or investments – allowing us to provide expert advice that is free from conflicts of interest. The result: Unbiased insight, effective long-term strategies and client peace of mind.
View Top Employees from The Family FirmWebsite | http://www.familyfirm.com |
Revenue | $9 million |
Employees | 32 (32 on RocketReach) |
Founded | 1984 |
Address | 8120 Woodmont Ave Suite 630, Bethesda, Maryland 20814, US |
Phone | (301) 656-3999 |
Fax | (301) 656-0935 |
Technologies |
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Industry | Financial Services, Finance General, Banking, Financial Planning, Finance, Financial Management, Lending and Investments, Retirement Planning, FinTech, Investment |
Web Rank | 3 Million |
Keywords | Family Firm Bethesda |
Competitors | Accredited Investors Wealth Management®, Budros, Ruhlin & Roe, HAMMEL FINANCIAL ADVISORY GROUP, LLC, Hogan Financial, The Arkansas Financial Group Inc |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular The Family Firm employee's phone or email?
The The Family Firm annual revenue was $9 million in 2024.
Mary Malgoire is the President of The Family Firm.
32 people are employed at The Family Firm.
The Family Firm is based in Bethesda, Maryland.
The NAICS codes for The Family Firm are [5239, 52, 523, 52393].
The SIC codes for The Family Firm are [62, 628].