The Family Firm

The Family Firm is a Fee-Only™ Financial Planning and Investment Management firm based in Bethesda, Maryland. Our team of CERTIFIED FINANCIAL PLANNER™ professionals help individuals and families in the Washington DC metro area reach their personal financial goals. We have been serving the Bethesda and greater Washington DC community for over 35 years. 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.