Nathan Gendelman

MBA

The Family Firm

President and Director of Investments

Nathan Gendelman

MBA

The Family Firm

President and Director of Investments

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nathan Gendelman, MBA

Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country

Nathan Gendelman is a Bethesda, MD fee-only financial planner. The Family Firm provides comprehensive investment management, retirement planning and estate planning to help clients organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Nathan Gendelman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Nathan J. Gendelman has enjoyed helping clients build and maintain their financial security for the last 20 years. As president of The Family Firm, he also serves as director of investments and works with clients to find the financial and investing strategies that help them meet their financial – and life – goals.

Before joining the Family Firm, he worked with a variety of companies and organizations, including CIGNA, the Ohio Casualty Group, Israel Direct Insurance and the Export-Import Bank of the United States. He spent two years (1992 to 1994) serving in the Peace Corps, as a math teacher in Tanzania, where he also learned to coach and referee amateur basketball, all while coping with the lack of daily comforts we all take for granted at home.

 Nathan holds a bachelor of science degree in mathematics from Drexel University and an MBA from George Washington University. He lives with his wife, Caroline, in Northern Virginia. They love traveling, visiting family, and both stubbornly attempt the Rock N Roll Virginia Beach half-marathon every September.

Nathan Gendelman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies. Our hallmarks include a low advisor-to-client ratio and our personal knowledge of each client’s values, challenges and goals for long-term financial security. The Family Firm does not sell financial products or receive commissions from institutions or investments – allowing us to provide expert advice that is free from conflicts of interest. The result: Unbiased insight, effective long-term strategies and client peace of mind.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Nathan Gendelman is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Nathan Gendelman

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Office Locations:

  • 8120 Woodmont Ave
    Ste 630
    Bethesda, MD 20814

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