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.
Jane O’Mara Discusses How FBB Capital Partners Helps With Financial Planning and Lifetime Transitions
Jane Delashmutt O’Mara is a 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 in Maryland. 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.
Hypothetical Client Stories
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 hypothetical client stories to learn more about FBB Capital Partners’ work and what we can do for you. These hypothetical client stories feature scenarios of clients who have used our holistic financial planning strategies for their estate planning and asset protection needs.
*Please Note: The above is a hypothetical scenario-not involving an actual FBB Capital Partners client. It illustrates the hypothetical experience of a fictitious client based on a scenario that an actual client might experience. The scenario is designed to help illustrate how FBB Capital Partners might provide services to similarly situated clients. Keeping in mind that no two clients, situations, or experiences are exactly alike, the above should not be construed as an endorsement of FBB Capital Partners by any of its past or current clients, nor any assurance that FBB Capital Partners may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if FBB Capital Partners is engaged, or continues to be engaged, to provide investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.advisorinfo.sec.gov.
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.
Frequently Asked Questions
Who does FBB Capital Partners work with?
We offer private wealth management to affluent individuals, families, business owners, and foundations and endowments. We also have a dedicated Women & Finance program. Our credentialed advisors provide solutions designed for the needs of financially established individuals and businesses.
Can a wealth manager help with major life transitions?
Yes. Retirement, the loss of a spouse, an inheritance or a business transition often bring new financial and estate questions. Our advisors can help you review your plan and adjust it as circumstances change. Our hypothetical client stories, such as Retiring with a Plan and Peace of Mind After a Life Change, show how this can work.
Do you work with business owners?
Yes. Business owners often have personal and business finances that are closely tied together, along with questions about continuity and succession. We can help coordinate your business owner planning with your personal wealth plan, including charitable giving after a sale. See our hypothetical stories Charting Your Own Course and Personal Wealth Planning and a Family Business.
How long has FBB Capital Partners been working with clients?
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 have offices in Bethesda, Annapolis and Easton, Maryland, and Vienna, Virginia.
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.