FBB Capital Partners (Bethesda, MD)

Everybody loves their financial advisor when the market is going up, but it's how FBB navigates the down turns in the market that sets them apart.

Their philosophy with my account has been investing for the long term by having a diversified portfolio.

I've worked with them for about 15 years through good and bad markets. They have always listened to my views and have adjusted my portfolio based on my input for the amount of risk I'm willing to take. They provide regular quarterly portfolio reviews and are always up front on how and why the investments are allocated. If there are questions or concerns that can't wait for the next review, I've always been able to reach… read full review

We have been with FBB for over 20 years. I can always talk about any concerns. In fact I am changing a sizable account from Vanguard to FBB because I never was able to talk with a knowledgeable person at the Vanguard.

Mike, Bridget, and Katy are all the best in the business. They promptly respond to my requests with regard to my accounts, if they don’t know the answer they track it down. I have full confidence in their advice and always appreciate their perspective.