Fabco Investment Advisors, LLC

FABCO Investment Advisors serves individual and high‑net‑worth clients as well as trusts, estates and small businesses with ongoing portfolio management, separate financial planning engagements, and in‑house tax preparation services. The firm’s advisory scope includes retirement and tax planning, estate and real‑estate purchase planning, college planning, and investment advice across publicly traded equities, fixed income, ETFs, mutual funds, CDs, ADRs and real estate exposures.

The firm takes a generally long‑term approach to investing, using fundamental, charting and historical analysis to build client‑specific portfolios and honoring client‑imposed restrictions when requested. Although the firm operates with discretionary authority under its communication practices, it states it consults clients and seeks signed consent for recommended investment changes and uses a national custodian for execution and custody.

Noteworthy distinctions include providing tax return preparation and related tax planning work in‑house (the brochure estimates roughly 15% of firm time is devoted to tax preparation), serving at times as trustee/executor or holding power of attorney for clients, and being deemed to have custody of certain client assets (approximately $10,956,462 as of 12/31/2025) subject to an independent surprise examination. The firm also reports no minimum account size and says it provides the same services to smaller accounts as to larger ones.