Tilia Fiduciary Partners, Inc.

Ryan Casey is a CFP® with nine years of industry experience and is currently affiliated with Tilia Fiduciary Partners, Inc. in Wilmington, NC. Prior to his financial advisory career, he served nine years in the United States Marine Corps. Tilia Fiduciary Partners provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, pooled investment vehicles, and retirement plans. The firm’s investment approach is overseen by a bi-weekly meeting investment committee and typically involves a buy-and-hold strategy with ETFs, stocks, mutual funds, and bonds, while allowing limited tactical adjustments and use of derivatives under human oversight.

Thomas Favor is a financial advisor at Tilia Fiduciary Partners, Inc. with one year of industry experience. Prior to joining the firm, he worked at the Federal Aviation Administration for nine years. He holds a Series 65 designation. Tilia Fiduciary Partners serves individuals, trusts, estates, pooled investment vehicles, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs a disciplined investment approach centered on buy-and-hold allocations supplemented by limited tactical trades and derivative strategies, with an emphasis on committee oversight.

Alexis Delia is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Tilia Fiduciary Partners since 2023 and has prior experience at Hachette Book Group and A. Noble Events & Design. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm develops customized financial profiles and investment plans, employing a primarily buy-and-hold strategy with ETFs, mutual funds, equities, and bonds, while allowing limited tactical trades and options strategies.

Shawn Hudspeth is a financial advisor at Tilia Fiduciary Partners, Inc. in Wilmington, NC, holding a Series 65 designation with two years of industry experience. His background includes roles at the University of North Carolina and the U.S. Marine Corps. Tilia Fiduciary Partners serves individuals, trusts, estates, pooled investment vehicles, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a committee-based investment approach focused on buy-and-hold strategies complemented by limited tactical trades and explicit, client-authorized borrowing options within managed portfolios.

Walker Abney is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Tilia Fiduciary Partners, Inc. in Wilmington, NC. He has been with Tilia Fiduciary Partners since 2011. Outside of his advisory role, Abney is involved as a co-owner and corporate treasurer of a local wine and beer sales business. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing a primarily buy-and-hold strategy with selective tactical trades and options strategies.