With a focus on serving loving families and empty-nesters, FinancialFamilies is well positioned to deliver the first-class, fee-only financial planning services that parents, of all ages, should expect from a NAPFA member fiduciary. FinancialFamilies would be honored to help your family bring success home!
|Firm Start Year:||2014|
|Name of Custodial Firm:||Pershing|
|Number of Years with Current Firm:||7|
01/2014 - Present, Founder, FinancialFamilies|
11/2010 - 01/2014, Managing Director, Shore Morgan Young Wealth Strategies
08/2006 - 11/2009, Compliance, Specialist, Nationwide Insurance
06/2001 - 08/2006, Staff Financial Advisor, Summit Financial
|I work with the following types of clients:||Individual Investors|
|Advisory Services Provided:||Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Investment Advice & Management, Estate Planning & Trusts|
|Investment Types:||Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Phone, At my office, At your home, Our Offices, Video Conference, Via Email|
|Advisor's Number of Clients:||<50|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Compensation Methods:||Flat Fee|
|Additional Details on Charges:||FinancialFamilies charges an annual retainer. Financial planning and investment management services are provided for a fully transparent annual fee of $2,400 or $3,600, depending, entirely, on whether or not you are a millionaire!|
|Bachelor - Biochemistry||
Denison University - Granville, Ohio
|Masters Business Administration (MBA)||
The Ohio State University - Columbus, Ohio
FinancialFamilies, LLC ("FinancialFamilies") is a registered investment adviser offering advisory services in the State of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FinancialFamilies in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FinancialFamilies, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Prior to founding FinancialFamilies, in 2014, Tim Hamilton rose to the Managing Director level, through eight years with two boutique wealth management firms. Three additional years with a Fortune 100 financial services corporation, based in Central Ohio, broadened industry exposure.
As a Certified Financial Planner (CFP®) and member of the National Association of Personal Financial Advisors (NAPFA), with a Master of Business Administration (MBA) Degree from The Ohio State University Fisher College of Business and a Bachelor's Degree in Biochemistry from Denison University, Tim established FinancialFamilies with a desire to provide fiduciary, fee-only financial advice to loving households, primarily of Central Ohio.
When Tim is not in the office, he enjoys spending time with his own college-bound family, pursuing travel, golf, history, and basic leisure together. From his family to yours, he wishes you much success each passing day.
Financial Planning for Individuals
FinancialFamilies offers fee-only fiduciary financial planning services on a range of financial topics from investments to retirement planning. As a fiduciary, FinancialFamilies must put client interests above all else. As a fee-only fiduciary, FinancialFamilies charges strictly for advice. There are no commissions based on any financial products or any other sources of revenue. (Many advisors who charge commissions call themselves "fee-based", but it's not the same thing as "fee-only".) Membership in the National Association of Personal Financial Advisors (NAPFA) confirms a commitment to fiduciary fee-only financial planning. FinancialFamilies takes great pride in showing loving families how to utilize the successes of their labors to bring success home.
Investment portfolios should be customized to your family. Your financial situation is much different than your neighbors'. You have different goals, tax situations, combination of investment accounts, investment asset values, net worths, feelings about risks and rewards, and may be different ages. In light of this reality, the following points outline the investment management framework at FinancialFamilies...
Are you on track? For what? Are your retirement resources well-planned or simply a matter of wishful thinking? Is it time to clarify your answers with a fiduciary financial planner?