FBB Capital Partners

FBB Capital Partners provides wealth management, investment and financial planning services to a select group of financially established private clients and institutions in the Washington DC area and nationwide. FBB has been helping clients grow and sustain wealth for more than 25 years.

We are an independent wealth management firm serving as trusted partner to affluent individuals, families, foundations and endowments.

Our highly personalized, consultative approach lets us better understand our clients' financial goals, while our team of investment professionals and planning experts provides our clients with the sophisticated, objective advice they deserve.

Over more than two decades we have built the firm into an organization capable of serving our clients' needs for generations to come. As a fiduciary, we are held to the highest industry standards of trust and confidence, and act with undivided loyalty to our clients. As an employee-owned firm, we offer independent thinking, free from the constraints of corporate interests. And as a fee-only advisor, we avoid the conflicts of interest inherent in brokerage and certain other financial advisory arrangements.

Each FBB client is served by a dedicated Portfolio Manager who becomes a core member of the client's financial team. What sets up apart is our flexibility in structuring portfolios and the level of attention we offer our clients. We do not force our clients into one-size-fits-all portfolios, but instead tailor each portfolio to the client's unique goals, risk preferences, time frame and tax situation. We also work extensively with our clients' other advisors, such as tax professionals and estate-planning attorneys.

Through dedicated teamwork - as true financial partners - we aim to exceed the expectations of our valued clients.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Associates at this Office

Associates at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

4520 E West Hwy Ste 450 Bethesda, MD 20814-3324 Phone: (301) 657-8870 Fax: (301) 657-0866

Primary Office

4520 E West Hwy Ste 450 Bethesda, MD 20814-3324 Phone: (301) 657-8870 Fax: (301) 657-0866

Other Offices

117 Bay Street, Suite A-1 Easton, MD 21601 Phone: (410) 822-0813 Fax: (410) 822-0818