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Family Wealth Counsel
There are about 3,400 Family Office firms in the country. Most require their clients to have a very high net worth or substantial liquid assets. Often, there are high minimum fee charges. We offer our services to anyone who is looking for unbiased advice and wants to delegate their financial responsibilities. Our We offer our services to you with the highest level attention and fiduciary responsibility, representing only your best interests. We do not accept incentives to offer or sell any of our services or products. We are structured to "sit on your side of the table." We are a shareholder advisory firm of National Advisors Trust, FSB, which is regulated by the Office of Thrift Supervision (see National Advisors Trust Tab for more information). All of this makes our role very different than a traditional financial advisor. Thus, our role as your advocate and fiduciary forms the very foundation required to act as your trusted advisor. Hence, our name Family Financial Advocates. - FFA- *If you are disatisfied with your current advisor or your trust bank's services we would like to encourage you to contact us about our complimentary FFA Free Look program.
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FFA Family Financial Advocates, Inc. ® |
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Family Financial Advocates® Phone: 407-740-5900 |
Securities offered & supervised through Wilbanks Securities, Inc., Member FINRA/SIPC
4334 NW Expressway, Suite 222 Oklahoma City, OK 73116 1.888.842.0202
Financial Planning and Investment Advisory Services Through Wilbanks Securities Advisory an SEC Registered Investment Advisor.
Custody through National Advisors Trust, FSB, Charles Schwab Institutional and RBC Capital Markets Corporation.
Wilbanks Securities has a clearing relationship through RBC Correspondent Services (RBC CS), a division of RBC Capital Markets Corporation, member NYSE/FINRA/SIPC. Our approach is to partner with established companies, tapping into their expertise. Professional trustee services are offered by RBC Trust Company (Delaware) Limited who serves as trustee.
Investments are not guaranteed.Investment objectives,risks, charges and expenses must be considered before investing. Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate so that upon redemption client's shares may be worth more or less than their original cost.Information is available through ADV PT 2 as well as product prospectus.
Investments are not NCUA Insured. There is no Credit Union guarantee and accounts may lose value.
The Family Financial Advocates Journal , Intellectual Property The Family Values CD & A Career in Music...How To Stand a Chance, Products offered through Family Financial Advocates All Rights Reserved "The Professor Fiducio, Dr. Noteworthy, Chef Flavorio Potluck service mark used and owned by FFA.
My Family Financial Journal copyright Jan. 3, 2005 All Rights Reserved E-mail contact partner@familyadvocate.net or call admin. FFA office 407-740-5900
National Advisors Trust, FSB is Certified to the ISO 9001:2000 Standard. Certificate #FS 93294 An International Measure of Quality Management Systems and Processes.