Tim Hamilton (CFP®, MBA)

Tim Hamilton focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X

Planning Specialties

By exclusively serving families who intend to manage their financial and personal success on a continual basis, annual retainer services are particularly well enhanced and refined.

Additional Information

Prior to founding FinancialFamilies, Tim spent eight years with two nationally-recognized boutique wealth management firms. He established FinancialFamilies with a desire to provide fee-only, fiduciary financial advice to loving families. Generally, families come to FinancialFamilies once they are ready to seriously pursue their own financial betterment through improved financial clarity, structure and discipline. When Tim is not in the office, he enjoys spending time with his own family, pursuing travel, golf, history, piano and basic leisure together.

NAPFA Start Date

April 07, 2014

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