Katz Family Financial Advisors, LLC

Mark Katz is a financial advisor with Katz Family Financial Advisors, LLC in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Katz Family Financial Advisors since 2005. Katz Family Financial Advisors manages approximately $106.5 million in assets across about 117 client relationships, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a fundamental analysis investment process with proprietary screening focused on safety, quality, growth, and value, delivering personalized portfolio management through its fee-only wrap fee program and educational seminars.

Jacob Katz is a financial advisor at Katz Family Financial Advisors, LLC in Alexandria, VA, holding a Series 65 designation with two years of industry experience. His work history includes a position at Greenhill & Co. and multiple periods at Katz Family Financial Advisors. Katz Family Financial Advisors provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $106.5 million in assets across about 117 client relationships. The firm uses fundamental analysis and proprietary screening focused on safety, quality, growth, and value to tailor portfolios, and operates a fee-only wrap fee program with both discretionary and non-discretionary accounts.