FBB Capital Partners offers the following investment advisory services to you based on trust and confidence for the
entire length and scope of our advisory relationship: Asset Management & Financial Planning
Our credentialed investment advisors provide solutions designed to meet the complex needs of financially established individuals and businesses.
As a trusted partner to our clients, we strive to navigate markets and identify blind spots in their financial well-being.
If you have at least $500,000 in liquid net-worth available for investment, we would be pleased to have a no-obligation initial conversation to see if we may be able to assist you with your financial planning and investment needs.
FBB Capital Partners is a fee-only wealth management firm serving clients throughout the United States, with many located in Maryland, Virginia, Washington D.C., Florida, South Carolina, North Carolina, Ohio, & California.
With offices located in Bethesda and Easton Maryland, our team is available for in-person or virtual meetings.
Whether you’re near or far, FBB can assist you with your financial needs. For more information about FBB Capital Partners, we invite you to complete the form below or call one of our offices. We look forward to speaking with you soon.
You can view your account history and performance on FBB’s client portal, and you can move money and adjust account information by logging into your custodial account online.
Your FBB Client Portal will provide you convenient and private access to:
You will be added to the FBB Client Portal database and will receive a welcome email to activate your profile. Once you have successfully enrolled, you may access your portal at www.fbbcapitalpartners.com. Click on the LOGIN link at the top right of the page, then the FBB CLIENT PORTAL link listed in green.
To access your new Charles Schwab accounts please follow these instructions:
To access your new TD Ameritrade accounts please follow these instructions:
Your portfolio manager and FBB’s client service team are always available to assist with any account needs you may have. Just reach out via email or phone today.
With the completion of a money movement form, FBB Capital Partners can move money on your behalf to and from your brokerage and banking accounts. You can also move money by logging into your account directly or applying for check writing on your account.