Who We Serve

As a Fiduciary, we always act in good faith and in the best interests of the client.

We Serve You

FBB Capital Partners specializes in offering private wealth management services to a wide range of clients including affluent individuals, families, foundations, and endowments.

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.


Please click on the links below to learn more about who we serve:

Jane O’Mara Discusses How FBB Capital Partners Helps With Financial Planning and Lifetime Transitions

Jane Delashmutt O’Mara is a certified financial planner and Senior Portfolio Manager at FBB Capital Partners. FBB is a Fee-Only Investment Management Firm that offers wealth management, retirement planning, and other financial services to our clients. Client education is an important part of portfolio management and securing your financial future. Reach out to FBB Capital Partners Wealth Advisory Services today to get started.


Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FBB is engaged, or continues to be engaged, to provide investment advisory services.

Your financial life cycle & Our process

For over thirty years FBB Capital Partners’ goal has been to provide our clients with comprehensive wealth and risk management resulting in steady growth of capital and a predictable stream of income that allows 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.

Case Studies

Here at FBB Capital Partners, the relationship with our clients is personal. As your true financial partner, we believe in giving you and your portfolio the individual attention and customization you deserve.

Click on our case studies below to learn more about FBB Capital Partners’ work and what we can do for you. These case studies feature real-life scenarios of clients who have used our holistic financial planning strategies for their estate planning and asset protection needs.

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