Financial stewards for over 60 years.

We believe that successfully managing wealth is a long-term proposition, requiring strategic thinking and dedication. Through four generations and for over 50 years, our team has provided a steady, guiding hand to clients. Many of our client relationships span multiple generations, which is a testimony to the trust and confidence our clients place in us.

Our clients’ needs are sophisticated and require more personalized attention, expertise and nuance than many financial institutions are able to provide.

  • Honest

    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.

  • Tenacious

    We love a complex problem and are resolute in our pursuit of achieving the outcomes and goals our clients desire.

  • Personal

    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.

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.