KATZ FAMILY FINANCIAL ADVISORS

To us, this means eliminating conflicts of interest in everything we do. This begins with our operation as an SEC registered investment advisor. We were attracted to this model, in large part, because as a registered investment advisor we have a higher fiduciary responsibility to our clients. To eliminate conflicts of interest between the advisor and the client we do not sell any products or securities. We will be paid solely based on fees paid to us by our clients and not commissions for product sales. Our entire business involves managing investment portfolios for our clients... You work hard to provide for your family, today and tomorrow. Our experience working as a family in the financial industry, and our focus on families allows us to keep the most important thing in your life at the forefront of your financial planning and management goals... We provide personal portfolio reviews monthly. We expect to be partners with our clients in making investment decisions, with the final..

Also known as: Katz Family Financial Advisors, LLC

Primary location: Alexandria United States