Fabian Degen (AIF®, CDFA, CFA, CFP®, EA)
Fabian Degen focuses in the
following client markets or areas of practice:
- Divorce Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Divorce Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Experts in guiding clients through divorce with clarity, confidence, and a plan for the future. As a fee-only fiduciary Registered Investment Adviser led by a Certified Divorce Financial Analyst® (CDFA®), we help you and your legal team see the full picture, quantify trade-offs, and make informed decisions with confidence. Our role is to bring clarity to the numbers—so you can focus on the life you’re building next.
You don’t have to figure this out alone. We collaborate with your attorney or mediator, model settlement options, and design a practical, tax-aware plan for what comes before, during and after the divorce.
Additional Information
Fabian was born and raised in Germany and later moved to New York to pursue his educational and professional goals. As someone with an international background, Fabian understands the unique challenges individuals and families face when navigating change and building a secure financial future.
Fabian has extensive experience working in senior portfolio management and wealth advisory roles at leading global firms in New York and abroad. After years of serving high-net-worth individuals, families, and institutions, Fabian launched FMD Wealth Advisors, an independent, fee-only Registered Investment Advisor, to serve clients more personally and effectively. His focus is on helping people through life’s most complex transitions—especially divorce.
At FMD Wealth Advisors, Fabian specializes in guiding clients before, during, and after divorce, ensuring their finances are organized, their risks are managed, and their futures are bright. Whether acting as a financial neutral in mediation, developing tax-smart strategies, or managing investments with discipline, Fabian’s mission is to provide clarity and confidence during one of life’s most overwhelming experiences.
He believes that great financial advice must always meet a fiduciary standard and limit any conflicts of interest. For Fabian, three principles define the right advisor relationship:
Fee-Only – Transparent pricing with no commissions.
Fiduciary – Always acting in the client’s best interest.
Independent – Free from product sales or corporate agendas.
NAPFA Start Date
April 18, 2025
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