Our Process

Since our founding in 1989, our goal has been to provide our clients with a steady growth of capital and a predictable stream of income that will allow them to lead more financially secure lives.  We achieve this goal by understanding each client’s situation and adjusting accordingly as circumstances and market environments change.

Why Fiduciary?

Your doctor, your attorney, and your CPA have something in common – they all act as fiduciaries.  That means they practice under an oath to provide you with advice or care that is solely in your best interest, even if that means doing something that is not to their own financial advantage.

Your financial advisor should be held to the same exacting standard of special trust and confidence. 

As Registered Investment Advisors under the Investment Advisors Act of 1940, and as members of the National Association of Personal Financial Advisors (NAPFA), FBB Capital Partners is bound to the highest standards of loyalty and care available to investors.  We differ from brokers and many other financial advisors who are held to the lesser standard of “suitability.” 

As fiduciaries, we offer unbiased recommendations; our fees and any conflicts of interest are fully disclosed; and our investment advice is in YOUR interest.  We adhere to the fiduciary standard with all of our wealth management clients, regardless of account size and the scope of services we perform.

Choosing a wealth manager is an important decision.  You deserve an advisor you can trust to put your interests first. At FBB Capital Partners, serving as a fiduciary investment advisor to our clients has been the cornerstone of our business for over twenty five years.

Working with FBB

Time and again our clients tell us that one of the most valued aspects of their relationship with FBB is our willingness and ability to work in concert with their other professional advisors.  Whether a tax, legal, or other advisor we have the experience and expertise to help formulate and execute successful strategies for our mutual clients.

 Case Studies