FAMILY ESTATE ADVISORS

Providing sound financial advice for LIFE and LEGACY
3

FAMILY ESTATE ADVISORS

Providing sound financial advice for LIFE and LEGACY
3

Ever Wonder What a Wealth Management Firm Designed by Clients for Clients Would Look Like?

Come Take a Stroll With Us…
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Tim Kip

President

OUR ADVISORS

Melissa Garrison

LPL Registered Administrative Assistant

OUR ADVISORS

Tim Kip
President

President

Melissa Garrison

LPL Registered Administrative Assistant

WHAT WE DO

Active Investment Management

Estate Planning & Wealth Preservation

Business Planning & Succession

OUR RESOURCES

Outlook 2023: Finding Balance

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Alaska, Colorado, Florida, Georgia, Massachusetts, North Carolina, Oklahoma & Virginia.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

HAVE A QUESTION?

CALL: (813) 759-2637

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

© 2023 Family Estate Advisors