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Naperville, IL Office

Team
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Fiduciary Financial Partners, LLC logo

Fiduciary Financial Partners, LLC

Team

Firm-wide stats for Fiduciary Financial Partners, LLC

Total advisors

6

Across 2 offices

Clients per advisor

36 Low

Avg AUM per client

$1,337,177 High

HNW client ratio

46% High

About

Fiduciary Financial Partners serves individuals — including high-net-worth households — and employer-sponsored retirement plans, providing comprehensive wealth management, financial planning, and retirement plan advisory and consulting services. The firm reports roughly $293 million in assets under management, operates with a five-advisor team supporting about 213 client relationships, and maintains five offices.

The firm offers both discretionary and non-discretionary portfolio management integrated with written financial plans prepared using e-Money software, and it implements strategies using mutual funds, ETFs, individual securities, and third‑party sub‑advisers. It discloses a sub‑advisory arrangement with SyntheticFi for strategy implementation, conducts at least annual account reviews, and uses a third‑party order management platform (Pontera) to facilitate management of held‑away retirement participant accounts.

In its regulatory disclosures the firm notes relationships that are less common among similar team firms: an investment adviser representative affiliation with a broker‑dealer that permits commission‑based sales, and that certain managers, members, or registered employees are licensed insurance agents who may recommend insurance products and receive commissions, which can create conflicts of interest. The firm also participates in institutional custodian programs and discloses the use of advertising that includes testimonials, and it levies separate sub‑adviser/platform fees when using third‑party strategies.

Based on Fiduciary Financial Partners, LLC

Expertise

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy

Based on Fiduciary Financial Partners, LLC

Occupation focus

Founder/Business Owner Executive

Based on Fiduciary Financial Partners, LLC

Location

1250 E. Diehl Road, Suite 404

Naperville IL 60563

Advisors at this office

5

Advisors at this office

user avatar

J G

Series 66

Naperville, IL

Fiduciary Financial Partners, LLC

J Gimbel V is a financial advisor at Fiduciary Financial Partners, LLC with one year of industry experience and holds the Series 66 designation. Prior to joining Fiduciary Financial Partners, he worked at Bank of America and has experience in various roles including positions at Denison University and in small business operations. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing wealth management, financial planning, and retirement plan advisory services. The firm manages approximately $293 million in assets across five offices, employing a team approach and integrating portfolio management with comprehensive financial planning.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
user avatar

Miaciah M

CFP®, Series 63, Series 65

Naperville, IL

Fiduciary Financial Partners, LLC

Miaciah Manuel is a CFP® with 18 years of industry experience and has been with Fiduciary Financial Partners, LLC since 2012. Based in Naperville, IL, she holds Series 63 and Series 65 licenses. Fiduciary Financial Partners provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods to construct portfolios and offers both discretionary management and written financial plans.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
user avatar

Dawn S

Series 66

Naperville, IL

Fiduciary Financial Partners, LLC

Dawn Slawson is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, holding a Series 66 designation with 24 years of industry experience. She has been with Fiduciary Financial Partners since 2012. In addition to her advisory role, she holds life and health insurance licenses. Fiduciary Financial Partners offers comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods and uses financial planning software to develop customized investment policy statements.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
user avatar

Nicholas E

Series 63, Series 65

Naperville, IL

Fiduciary Financial Partners, LLC

Nicholas Economos is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fiduciary Financial Partners since 2012. Outside of his advisory role, he serves as president of the DuPage Legal Assistance Foundation and treasurer of Female Strong, both nonprofit organizations. Fiduciary Financial Partners provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a combination of fundamental and quantitative investment methods and manages approximately $248 million in client assets through a five-advisor team.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
user avatar

John H

CFP®, ChFC®, Series 63

Naperville, IL

Fiduciary Financial Partners, LLC

John Hillman is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Purshe Kaplan Sterling Investments and Fiduciary Financial Partners, LLC since 2012. Outside of his advisory role, he serves as a trustee managing investments for a family trust. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and retirement plan advisory services. The firm employs a team-based approach, managing approximately $293 million in assets across five offices.

Factor investing / smart beta Options & derivatives strategies Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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