/Companies

Family Budget Services

1 known investors

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Family Budget Services provides budgeting tools, processes, and personalized consulting to help families understand their spending, align expenses with their values, and reduce financial stress within relationships. The service operates both through a network of wealth advisors and via independent consulting.

Founders & leadership

RBRob Bertman
Rob BertmanDirector of Family Budget ServicesRob Bertman is Director of Family Budget Services at Budget Services, offering budgeting tools and personalized consulting to help families manage spending and financial planning.

Investors · 1

Frequently asked questions

What does Family Budget Services do?
Family Budget Services provides budgeting tools, processes, and personalized consulting to help families understand their spending, align expenses with their values, and reduce financial stress within relationships. The service operates both through a network of wealth advisors and via independent consulting.
Who founded Family Budget Services?
Family Budget Services was founded by Rob Bertman.
Who are Family Budget Services's investors?
Family Budget Services's investors include Focus Partners Wealth.