Private Client Group
An advisor who not only knows you, but also that which is most meaningful to you.
Knowing that the advice you are receiving is always in your best interest.
Having the freedom and energy to focus on the people and activities that enrich your life.
Fiduciary Investment Advisors, LLC was built upon one idea: delivering completely independent, objective advice, and backing that delivery with exemplary client service. Our independence and private ownership allow us to provide our clients with unbiased and objective advice. As one of the largest investment advisory firms in the Northeast, our size affords us direct access to some of the premier money managers, at institutional pricing, yet our commitment to boutique service ensures a completely personalized approach.
What Makes Us Different
100% Employee Owned.
No affiliations to distort our objectivity.
A legal obligation to place your interests first. No conflicts, no compromises, no outside influences.
Decades of wealth management experience including financial planning, tax, charitable and trust administration.
We are compensated solely for our advice. No compensation is contingent upon the purchase or sale of financial products.
We leverage our Manager Research team to uncover capital market intelligence relevant to individuals and families.
Our Private Client Services Include:
- Cash Flow Planning / Projections
- Tax Efficiency Analysis
- Fee and Expense Analysis
- Outsourced CIO Solutions / Family Office Services
- Investment Policy Development / Review
- Investment Strategy / Implementation
- Ongoing Performance Reporting
- Environmental, Social and Governance (ESG) Investment Selection & Review
- Wealth Transfer Strategies
- Philanthropic Gifting Strategies
- Education Funding Analysis
Our Private Client Group is passionate about helping families navigate the complexities of your financial life. We recognize that no two individuals are the same when it comes to personal wealth. That is why every relationship begins with a broad conversation. Learning about your values, your goals and dreams allows us to customize our advice and counsel to your unique situation.Read Our Client Stories ›