We work with individuals and families, helping them to meet their personal and financial goals. For nearly three decades, we have helped our clients reach objectives including paying for college, retiring and providing for their loved ones. We especially enjoy working with mid- to high-level executives on matters including pre-IPO planning. Finally, we serve philanthropic families, managing assets and helping to facilitate distribution to recipients.
Individuals & Families
We understand that successful business executives have unique needs. We provide a range of support drawing on our expertise in areas such as:
- IPO Planning
- Stock Options
- Deferred Compensation
Our small-business clients know they can turn to us for a wide range of needs, including:
- Expert Tax assistance
- Creation and Management of Retirement Plans
- Help Initiating Payroll and Bookkeeping
A Tailored Experience
FPC Investment Advisory serves a select group of clients with a focus on personal attention. Our expertise allows us to help individuals, families, businesses, and foundations meet a wide range of goals.
Each of our clients is unique. But each individual, family, business, and foundation that we work with know that at FPC, we take their goals every bit as seriously as they do.