Check out our quarterly webinars for the latest insights on geopolitics, policy shifts, the Fed, market reviews, and market outlooks: – featuring FBB's President, Michael Mussio, and Our Director of Research, Michael Bailey. #FBBCapitalPartners #Policy #Fed #Market #InvestmentManagement #FinancialPlanning #WealthAdvisor FBB Capital Partners 301-657-8870 4520 East West Highway, Suite 450 Bethesda, MD 20814 https://lnkd.in/ee_2wj-x
FBB Capital Partners
Financial Services
Bethesda, MD 1,198 followers
Choosing the right wealth managers isn’t only logical, it’s personal.
About us
It's Personal. At FBB Capital Partners, we are stewards of our clients' assets, and we invest solely to meet our clients' objectives. We believe that a smart investment plan should focus on both current income requirements and long-term capital appreciation, with an emphasis on long-term wealth management. Most importantly, each investor has unique personal spirations and preferences - and those factors should be reflected in their investment portfolios. FBB Capital Partners is structured to provide professional investment advisory services on a fee-only basis. We are a privately held firm. While the wealth management industry becomes increasingly corporate, FBB continues to operate privately. Our independence allows us to focus on our clients instead of corporate issues. https://www.fbbcapitalpartners.com/important_disclosures/
- Website
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http://www.fbbcapitalpartners.com
External link for FBB Capital Partners
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bethesda, MD
- Type
- Privately Held
- Founded
- 1987
- Specialties
- investment advisors for families and individuals, investment advisors for estates and trusts, investment advisors for retirement plans and pensions, and investment advisors for foundations and endowments
Locations
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Primary
4520 East West Hwy
Suite 450
Bethesda, MD 20814, US
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1934 Old Gallows Road
Suite 350
Vienna, VA 22182, US
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117 Bay Street
Suite A-1
Easton, MD 21601, US
Employees at FBB Capital Partners
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Jaime Quiros, CFP® CDFA®
Senior Portfolio Manager at FBB Capital Partners
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Jennifer Scher, CFP®
Portfolio Manager @FBBCapitalPartners | It's Personal
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Stein Olavsrud, CFP ®
Chief Compliance Officer, Executive Vice President, & Portfolio Manager @FBBCapitalPartners | It's Personal
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John Petrofsky CFA, CAIA
Portfolio Manager @ FBBCapitalPartners | It's Personal
Updates
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FBB's Director of Research, Mike Bailey, CFA, joined @PowerLunch on CNBC to discuss his outlook for markets as investors digest earnings. He shared, “In general, our view is that we're going to see markets continue to perform. Stocks are chasing earnings, and overall earnings are pretty good if you take out some of the software companies.” Watch here: #FBBCapitalPartners #InvestmentManagement #FinancialPlanning #WealthAdvisor #Invest #StockMarket FBB Capital Partners 301-657-8870 4520 East West Highway, Suite 450 Bethesda, MD 20814 https://ow.ly/71op50Sa1jZ
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FBB's Portfolio Manager, Martha Callahan, CFP®, CPA, recently spoke with Barron's about financial planning for young professionals. She emphasized the role of early savings in long-term financial success. Read more tips for young professionals below! #FBBCapitalPartners #InvestmentManagement #FinancialPlanning #WealthAdvisor FBB Capital Partners 301-657-8870 4520 East West Highway, Suite 450 Bethesda, MD 20814 https://ow.ly/WKQK50S91af
School’s Out Forever: Money Pros Offer Best Advice for College Grads
barrons.com
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Since 1989, our firm and its principals have donated to charities involved in aiding causes and communities we care about. We highlight some of the charities we have been involved with on our philanthropy page. Be sure to reach out to us with any questions you might have about charitable giving in 2024. #FBBCapitalPartners #CharitableGiving #FinancialPlanning #TaxPlanning FBB Capital Partners 301-657-8870 4520 East West Highway, Suite 450 Bethesda, MD 20814 https://lnkd.in/gBhDHjw
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FBB’s Portfolio Manager, Jackie Fontana, outlines FBB Capital Partners’ team approach to exceeding client expectations. #FBBCapitalPartners #FinancialPlanning #FinancialPlanner #InvestmentPlanning #RetirementPlanning FBB Capital Partners 301-657-8870 4520 East West Highway, Suite 450 Bethesda, MD 20814 https://lnkd.in/et-QwT65
Financial Advisor Jackie Fontana: Outlines FBB Capital Partners’ Team Approach
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The Dow recently hit 40K for the first time as the economy continues to recover. Watch FBB's Director of Research, Mike Bailey's, full segment on Scripps news below. #FBBCapitalPartners #Economy #FinancialPlanner #RetirementPlanning #InvestmentAdvisor FBB Capital Partners 301-657-8870 4520 East West Highway, Suite 450 Bethesda, MD 20814 https://lnkd.in/esRDKf6m
FBB's Mike Bailey on Scripps News TV May 16, 2024
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This Memorial Day Weekend, we thank the fallen heroes of America who gave their lives to serve our nation. #MemorialDay #FBBCapitalPartners
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Working through FBB's discovery process allows us to quickly identify financial issues that need attention. We then start the process of assembling a team of experts to assist you in achieving your financial goals. Read more below! #FBBCapitalPartners #FinancialTeam #FinancialPlanner #EstatePlanning #InvestmentAdvisor FBB Capital Partners 301-657-8870 4520 East West Highway, Suite 450 Bethesda, MD 20814 https://lnkd.in/eE4JPDJQ
Assembling a Winning Team - FBB Capital Partners
https://www.fbbcapitalpartners.com
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On Monday, FBB sent out our monthly e-newsletter to clients and friends. We included our most recent Women & Finance Blog written by Portfolio Manager, Jackie Fontana, CFP®, CDFA®. Read the full letter below! #RetirementPlanning #InvestmentPlanner #FinancialPlanner #InvestmentAdvisor #Invest #FBBCapitalPartners FBB Capital Partners 301-657-8870 4520 East-West Highway, Suite 450 Bethesda, MD 20814 https://conta.cc/3V8m2mY
FBB Capital Partners' May Insights: New Women & Finance Blog
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"We waited too long to hire a financial planner, less than a year before I retired. We should have done so 10 years earlier, or 30. Our planner has mapped out reassuring scenarios for the rest of our lives. But with professional help earlier, we could have fine-tuned our savings, investments, charitable giving and tax strategies, allowing us to worry less about money leading up to retirement and avoiding what felt like a last-minute scramble." - If you are looking for a financial planner or investment advisor, reach out to FBB Capital Partners today! #FBBCapitalPartners #InvestmentManagement #FinancialPlanning FBB Capital Partners 301-657-8870 4520 East West Highway, Suite 450 Bethesda, MD 20814 https://lnkd.in/e7aYxTw7