A complete list of active advisors currently associated with Fiduciary Wealth Partners
Warmer can help you find a great advisor at Fiduciary Wealth Partners or one who fits your needs even better.
Fiduciary Wealth Partners provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit‑sharing plans, with services described to include investment selection, cash‑flow and tax planning, insurance review, education and estate planning. The firm documents client objectives in an Investment Policy Statement and typically implements portfolios on a discretionary basis, though its ADV reports no assets under management as of the most recent filing. The firm’s investment process is asset‑allocation driven and informed by macroeconomic analysis (money supply, interest rates, commodity prices) and valuation considerations, with a defined cycle covering goal setting, allocation modeling, security selection, implementation, and ongoing monitoring. Portfolios may include mutual funds, ETFs, equities, fixed income, REITs and alternative assets, and the firm describes an emphasis on cost‑effectiveness (including selecting lower‑cost fund share classes when available) and the use of block trading and other execution practices when appropriate. Noteworthy differences from many peers include offering no‑fee educational workshops for clients and guests and making financial planning available on an hourly or capped‑hourly basis—features the firm highlights that are relatively uncommon among investment‑manager peers. The firm is a small, founder‑led practice whose principal brings Big Four audit and M&A due‑diligence experience and an inactive CPA credential and who also maintains full‑time corporate employment; the brochure discloses these outside activities and states they are kept separate from the advisory business.
To learn more about the advisors currently working at Fiduciary Wealth Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Citrus Heights, CA
| 0
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