A complete list of active advisors currently associated with Fama Fiduciary Wealth LLC

Warmer can help you find a great advisor at Fama Fiduciary Wealth LLC or one who fits your needs even better.

The firm is a fee-only investment adviser that primarily serves individual clients and their families, while also accepting trustees, executors, qualified retirement plans, corporations, partnerships and small businesses. It manages discretionary portfolios (about $99.9 million in client assets for roughly 60 clients, per the brochure) and assists with account opening and transfers on custodian platforms. The firm's investment approach emphasizes asset allocation, diversification and Modern Portfolio Theory, with portfolios built largely from no-load mutual funds and ETFs and occasional individual equity or fixed income securities. The adviser states a long-term, low-turnover philosophy that seeks to align allocations with a client’s risk profile, time horizon and income needs while avoiding excessive trading. Notable distinctions include the adviser’s other professional roles: the sole owner operates an affiliated law practice and is a licensed real estate broker, and the firms share office space and occasionally cross-refer clients (disclosed conflicts and referral practices are addressed in the brochure). The firm also reports work with corporate/business clients, qualified retirement plans and other institutional-type accounts and has voluntarily subscribed to published fiduciary practices and adopted the CFA Institute’s Code of Ethics.

To learn more about the advisors currently working at Fama Fiduciary Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.