The Family Firm Employee Directory

Q: What is The Family Firm known for?

The Family Firm was founded in 1984. The Family Firm operates in the Financial Services industry.

Q: How many employees does The Family Firm have currently?

The Family Firm has approximately 9 employees.

Q: Who are The Family Firm's key employees and leadership?

The Family Firm's key employees include: President: N. G..

Financial ServicesMaryland, United States2-10 Employees

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.

Find The Family Firm employees' phone numbers or email addresses

The Family Firm Global Highlights

North America
10

United States Of America
10

Europe
2

Bulgaria
1
United Kingdom Of Great Britain And Northern Ireland
1

Asia
1

Indonesia
1

The Family Firm's Leadership

N. G.
President
Mobile Phone
Email
S. V.
Operations Manager
Mobile Phone
Email
B. A.
Paraplanner
Mobile Phone
Email
B. A.
Paraplanner
Mobile Phone
Email
C. M.
Associate Financial Advisor
Mobile Phone
Email
G. K.
Paraplanner
Mobile Phone
Email
S. F.
Paraplanner
Mobile Phone
Email

The Family Firm Employee Metrics

100%

50%

2026

2025

Banking
Business
Arts & Design
Community & Social Services
Legal
Other

Contact profiles from The Family Firm

Name

Title

Contact Info

Location

Last Update

N. G.
President
Mobile Phone
Email
United StatesVirginia
Mar 13, 2024
S. V.
Operations Manager
Mobile Phone
Email
Nov 20, 2025
B. A.
Paraplanner
Mobile Phone
Email
United StatesDistrict of Columbia
Oct 26, 2025
B. A.
Paraplanner
Mobile Phone
Email
Feb 26, 2024
C. M.
Associate Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
G. K.
Paraplanner
Mobile Phone
Email
United States
Dec 10, 2024
S. F.
Paraplanner
Mobile Phone
Email
United StatesDistrict of Columbia
Jul 08, 2024

Frequently Asked Questions

What is The Family Firm known for?

The Family Firm was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 8120 Woodmont Avenue Suite 630 Bethesda, Maryland 20814 United States; you can contact the main corporate office by phone at

+1-301-656-****

. Explore The Family Firm's company overview page for more information.

What is The Family Firm's most common email format?

The Family Firm employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Family Firm email formats with LeadIQ.

How many employees does The Family Firm have currently?

The Family Firm has approximately 9 employees as of February 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are The Family Firm's key employees and leadership?

As of February 2026, The Family Firm's key employees include:

President: N. G.
Operations Manager: S. V.
Paraplanner: B. A.
Paraplanner: B. A.
Associate Financial Advisor: C. M.

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