Our Team
Your Council Family Office Team
Dedicated to guiding you through the challenges of wealth
Your committed advisors and strategic thought partners are not only experienced, but they are appropriately licensed and credentialed, many with the following professional designations:
Chartered Financial Analyst® (CFA®) | Certified Financial PlannerTM (CFP®) | Registered Investment Advisor (Series 65) | Juris Doctor (JD)
Supported by Independent Advisor Alliance
Council Family Office has partnered with Independent Advisor Alliance, a Registered Investment Advisor. IAA provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens. This affiliation with Independent Advisor Alliance allows Council Family Office to focus solely on financial planning, asset management, and providing exceptional service to their clients.