Baltimore, MD Office
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Fiduciary Financial Advisors
Multi-team
Firm-wide stats for Fiduciary Financial Advisors
About
Fiduciary Financial Advisors serves a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), multi‑generational families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, written financial planning, retirement plan consulting, independent third‑party manager relationships, legacy position management, and non‑investment services such as outsourced CFO engagements.
The firm’s investment process emphasizes strategic and tactical asset allocation and employs a mix of fundamental, quantitative, technical, and model‑manager analysis depending on client needs, with regular client reviews and discretionary rebalancing. For accounts not held at its primary custodians the firm uses an order‑management platform to implement strategies, and it provides digital‑asset portfolio management with daily valuation based on an independent index for pricing and custodial arrangements through a qualified trust custodian.
Fiduciary Financial’s profile is notable for combining digital‑asset advisory capabilities with formal trust arrangements: it relies on a South Dakota‑chartered trust company to safeguard client digital assets and its advisors are authorized to serve as individual professional trustees. The firm also facilitates access to private and non‑liquid alternative investments and offers outsourced CFO services for small and mid‑sized businesses, which are less common offerings among multi‑team investment advisory firms.
Based on Fiduciary Financial Advisors
Expertise
Based on Fiduciary Financial Advisors
Location
Baltimore MD
Advisors at this office
2
Advisors at this office
Tyrin T
Series 65
Baltimore, MD
Fiduciary Financial Advisors
Tyrin Tyson is a Series 65-licensed financial advisor at Fiduciary Financial Advisors with two years of industry experience. Prior to joining the firm, he held nursing positions including Vascular Access Nurse at Advanced PICC Specialist and Emergency Medical Transport nurse with Procare Ambulance Services. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a variety of analytical approaches, offering services that include individual professional trustee roles and access to private alternative funds.
Validmir K
Series 65
Baltimore, MD
Fiduciary Financial Advisors
Validmir Kats is a financial advisor at Fiduciary Financial Advisors in Baltimore, MD, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Freedom Calls, LLC, Five Doors, Legacy, and ER4RE, LLC. Kats serves on the advisory board of Alchemy of Money and works as a business consultant in private practice. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services, with an investment process that integrates strategic asset allocation and multiple analytical approaches.
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