Financial stewards for over 60 years.
Our clients’ needs are sophisticated and require more personalized attention, expertise and nuance than many financial institutions are able to provide.
FDC believes that our role is to deliver our best advice in any situation; delivering the messages clients need to hear, not just what they want to hear.
We love a complex problem and are resolute in our pursuit of achieving the outcomes and goals our clients desire.
Our team builds an extensive understanding of each client’s situation, allowing every member to contribute to better thinking and customized solutions to meet your needs. Every member of the FDC team is accessible to all clients for any request.
Because we have always specialized in handling the affairs of affluent clients, we understand the specific needs that will inevitably arise and can anticipate many of the questions you may have today.
Not just an advisor.
your advocate and trusted counselor.
We help clients navigate the practical side of every facet of a complicated life; side-by-side in all aspects along the way.