Fulton Brakefield Broenniman (FBB) Capital Partners is a fee-only wealth management firm based in Bethesda, MD, with additional locations in Easton, MD, Vienna, VA, and Annapolis, MD. They offer a range of investment advisory services, including asset management and financial planning, tailored to the needs of affluent individuals, families, foundations, and endowments. With a minimum asset requirement of $500,000, FBB Capital Partners serves clients nationwide, providing both in-person and virtual meetings to assist with their financial needs.
FBB Capital Partners takes a fiduciary approach to wealth management, prioritizing the best interests of their clients. They develop personalized plans and asset allocation strategies based on clients' financial situations, goals, and risk tolerance. Through their client portal, clients can access account information, view performance reports, and securely share documents. FBB Capital Partners also works closely with clients' tax, legal, banking, and insurance professionals to ensure a comprehensive financial plan.
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