FBB Capital Partners
Choosing the right wealth managers isn’t only logical, it’s personal.
For us, wealth management is personal. Our highly personalized consultative approach lets us better understand our clients’ financial goals, while our team of credentialed, fee-only, financial advisors and planning experts provides our clients with the sophisticated objective advice they deserve.
Customized portfolio recommendations with prudent diversification.
Wealth Management & Financial Planning
Customized Financial Planning to help you meet your goals.
FBB Capital Partners provides customized wealth management solutions for financially established individuals and institutions in Bethesda, MD, Easton, MD, The Washington, DC, metropolitan area, The Eastern Shore of Maryland, and nationwide.
For over thirty years our team at FBB Capital Partners has taken an unbiased approach in helping our clients make intelligent financial decisions so that their legacy can live on for future generations.
We take our role as a fiduciary seriously and care deeply about the families we serve. Understanding how to prioritize client goals and objectives allows us to provide the personalized attention and customization rarely delivered in our industry.
Interested in what we do? Check out our case studies.
Market Review and Outlook
On Wednesday, December 20th, FBB hosted our 2023 Q4 Client Conference Call Webcast. This event was hosted by FBB President Michael J. Mussio, CFA, CFP®, and FBB’s Director of Research, Michael D. Bailey, CFA.
Listen to comments on inflation, Fed policy updates, continued volatility in the markets, and how we are positioning in response to these uncertainties.
Need customized financial planning? Contact us today for a free consultation.
Jackie Fontana is featured
Mike Bailey is featured
Maggi Keating is featured
Martha Callahan is featured
Michael Brenner is featured
Jane O'Mara is featured
Mel Casey is featured
Jaime Quiros is featured
John Petrofsky is featured
Who We Are
FBB Capital Partners prides itself on a highly credentialed team of experts whose education and insight are leveraged to help clients make more informed financial decisions in the areas of wealth management and financial planning. Through dedicated and disciplined teamwork, we aim to exceed the expectations of our clients—as true financial partners.
FBB’s Senior Portfolio Management Team
Get In Touch
As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. FBB Capital Partners assumes no liability for transactional messages sent through this system.
Contact Us Today
If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.