Family Wealth Planning, LLC is an independent, fee-only Registered Investment Adviser (RIA) based in Williamsville, New York. Founded on the principle of providing objective and client-centric financial guidance, the firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They offer comprehensive services including financial planning, investment management, retirement planning, and estate planning, utilizing a team-based approach to serve individuals, families, and business owners.

Founded in

United States