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Beacon Pointe Advisors - Bethesda

EST. AUM
$757,768,492

CONTACTS
9

CLIENT ACCOUNTS
860

Firm Details

Metro area Washington, DC
CRD Number
Website beaconpointe.com
Client types

Overview

The Family Firm was acquired by Beacon Pointe in 2025. The Family Firm is a Fee-Only™ financial advisory firm based in Bethesda, Maryland. Committed to providing a conflict-free environment, The Family Firm focuses on helping clients achieve their individual financial goals without the influence of commissions from institutions or investments. They maintain independence by not being affiliated with banks, brokerage firms, or insurance companies when selecting financial products and services for their clients

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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