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Family Investment Center

EST. AUM
$689,320,394

CONTACTS
6

CLIENT ACCOUNTS
2,200

Firm Details

Metro area Kansas City
CRD Number 113799
Website familyinvestmentcenter.com
Client types

Overview

Family Investment Center provides a Total Financial Wellness Approach that is structured, research-based, and commission-free. The firm collaborates with clients to develop investment strategies aligned with their individual goals. It applies established financial principles and offers educational resources to support informed decision-making. As a fiduciary and a member of the National Association of Personal Financial Advisors (NAPFA), the firm operates on a fee-only basis, focusing on meeting clients' needs.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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