Faith and Family Wealth Management

Faith and Family Wealth Management, LLC provides continuous investment portfolio management and comprehensive financial planning services for individuals, high-net-worth individuals, trusts, and estates. Led by Certified Financial Planner Benjamin Ramsey, Faith and Family Wealth Management builds diversified portfolios primarily using mutual funds and exchange-traded funds based on academic research and Modern Portfolio Theory, while honoring clients' religious beliefs and family values. The firm operates as a registered investment advisor legally required to act in your best interest, charging fees based on a percentage of the value of your portfolio. Comprehensive financial planning covers investment planning, retirement planning, estate planning, tax strategies, education funding, insurance needs assessment, and personal banking, and is included at no extra cost within the wealth management agreement.