Family Wealth Management, Inc. stands out in several ways:

• Fee-Only
• Advisors are either Certified Public Accountants or Certified Financial Planners
• Advisors are NAPFA Registered Financial Advisors

1. The most obvious difference is we are fee-only financial planners. Fee-only means we have no financial relationships with any brokerage firms, mutual fund companies, or money managers; the only compensation we receive is from our clients.
2. With both Certified Public Accountants and Certified Financial Planners on staff, we provide true financial planning coupled with income and estate tax planning expertise.
3. Our advisors are NAPFA-Registered Financial Advisors. NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of fee-only comprehensive financial planning. As NAPFA-Registered Financial Advisors, we are committed to the three primary ideals of NAPFA:

• The belief that clients are best served by a comprehensive approach to financial planning.
• The highest levels of competency must be achieved and maintained.
• Fee-only compensation and a fiduciary relationship are vital to placing the interests of the client above all others.