Katz Family Financial Advisors

Who We Are

Katz Family Financial Advisors is a family-focused financial planning firm dedicated to empowering families in the Washington, DC area to achieve their financial goals. We leverage our expertise and a proven, proprietary financial strategy to guide families towards financial security and peace of mind.

Our Philosophy

We believe in building strong, collaborative relationships with our clients. We treat each family like our own, considering their unique needs and aspirations. Our personalized approach involves:

• High degree of personal interaction: Regular portfolio reviews, monthly meetings, and open communication ensure we remain aligned with your financial goals.
• Alignment of interests: We partner with you to make informed financial decisions, with final choices resting in your hands.
• Comprehensive financial planning: We address all aspects of your financial life, including investments, retirement planning, estate planning, and insurance.

Wealth Planning & Investment Management

• Customized portfolio management based on individual goals and risk tolerance.
• Monthly portfolio reviews and performance tracking.
• Regular communication and personalized guidance.

Retirement Planning

• Comprehensive plans to maximize retirement accounts and contributions.
• Guidance on navigating complex regulations and choosing appropriate investments.
• Strategies for income generation in retirement.

Estate & Insurance Planning

• Creation of comprehensive estate plans including wills, trusts, and power of attorney.
• Review and optimization of existing insurance coverage.
• Guidance on minimizing estate taxes.

Financial Education & Seminars

• Monthly seminars covering various essential financial topics such as investing, retirement planning, and estate planning.
• Open to clients and their families.

What Sets Us Apart

• Focus on families: We understand the unique financial needs of families, and we tailor our strategies to those specific needs.
• Generational planning: We help you plan for the future of your entire family, from minor children to aging parents.
• Referral-based growth: We have grown 100% through referrals, demonstrating our commitment to client satisfaction.

Our Commitment

At Katz Family Financial Advisors, we are dedicated to providing personalized, proactive, and transparent financial guidance to empower families to achieve their financial goals and live lives filled with purpose and security.