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

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

Fiduciary Wealth Partners serves high‑net‑worth individuals, family trusts, foundations, estates, family limited partnerships and privately held companies with discretionary and non‑discretionary wealth management, financial planning and consulting services. The firm’s client base is concentrated among wealthier households and institutional family entities and does not include a roster of individual (non‑HNW) retail clients. FWP tailors investment plans and may prepare Investment Policy Statements, allocating client assets among Independent Managers and a mix of individual securities, mutual funds, ETFs and, for accredited clients, private placements and alternative investments. The firm conducts ongoing manager monitoring and provides modular planning, family wealth education, governance facilitation and transactional consulting, including assistance with private company purchases or sales. Noteworthy for a team of its size, FWP reports over $1.5 billion in regulatory assets under management and provides advice or oversight on roughly $2.4 billion in client funds across about 109 client relationships, leading to a relatively high asset concentration per client. The firm also sometimes serves as trustee for client accounts—creating custodial arrangements that trigger annual surprise examinations—and commonly uses third‑party managers and alternative vehicles that may be less emphasized by smaller advisory teams.

To learn more about the advisors currently working at Fiduciary Wealth Partners, 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.