FBB Capital Partners
Choosing the right wealth managers isn’t only logical, it’s personal.
FINANCIAL SERVICES
For us, wealth management is personal. Our highly personalized consultative approach helps us understand our clients’ financial goals, while our team of credentialed, fee-only, financial advisors and planners provides our clients with the sophisticated objective advice they deserve.
Investment Management
Customized portfolio recommendations with prudent diversification.
Wealth Management & Financial Planning
Customized Financial Planning to help you meet your goals.
FBB Introduction
FBB Capital Partners provides customized wealth management solutions for financially established individuals and institutions in Bethesda, MD, Easton, MD, Annapolis, MD, the Washington, DC metropolitan area, the Eastern Shore of Maryland, and nationwide.
For over thirty years our team at FBB Capital Partners has strived to take an unbiased approach in helping our clients make intelligent financial decisions so that their legacy can live on for future generations.
We take our role as a fiduciary seriously and care deeply about the families we serve. Understanding how to prioritize client goals and objectives allows us to provide personalized attention and customization on behalf of each of our clients.
Interested in what we do? Check out our case studies.
Market Review and Outlook
On Wednesday, September 30th, FBB hosted our 2026 Q3 Client Conference Call Webcast.
This event was hosted by FBB President Michael J. Mussio, CFA, CFP®, and FBB’s Director of Research, Michael D. Bailey, CFA.
Listen to comments on inflation, Fed policy updates, continued volatility in the markets, and how we are positioning in response to these uncertainties.
Need customized financial planning? Contact us today for a free consultation.
MEDIA HIGHLIGHTS
Who We Are
FBB Capital Partners prides itself on a highly credentialed team of financial professionals whose education and insight are leveraged to help clients make more informed financial decisions in the areas of wealth management and financial planning. Through dedicated and disciplined teamwork, we aim to exceed the expectations of our clients—as true financial partners.
FBB’s Senior Portfolio Management Team
Get In Touch
As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. FBB Capital Partners assumes no liability for transactional messages sent through this system.
Frequently Asked Questions
What does it mean to be a fee-only financial advisor?
A fee-only advisor is paid directly by clients rather than through commissions on financial products. FBB Capital Partners is a fee-only wealth management firm, and our fee is based on the value of the assets we manage for you.
Is FBB Capital Partners a fiduciary?
Yes. FBB Capital Partners is an SEC-registered investment adviser and acts as a fiduciary, which means we are required to act in our clients’ best interests.
How much money do you need to work with a financial advisor?
If you have at least $500,000 in liquid net worth available for investment, we would be pleased to have a no-obligation initial conversation to see if we may be able to assist you with your financial planning and investment needs.
How much does a financial advisor charge?
FBB Capital Partners charges an ongoing fee for our wealth management services, based on a tiered percentage of the assets in your investment portfolio. Fees are assessed quarterly in advance, and the rate may reduce as your portfolio grows into a different tier. Our full fee schedule is available on our Form CRS & Form ADV page.
What services does a financial advisory firm provide?
Our services include comprehensive financial planning, investment management, retirement planning, estate planning strategies, tax planning and coordination with our clients’ tax preparers, and personalized advice to help clients reach their long-term goals.
Where are FBB Capital Partners’ offices?
FBB Capital Partners has offices in Bethesda, Annapolis and Easton, Maryland, and Vienna, Virginia. Our team is available for in-person or virtual meetings with clients throughout the United States.
Contact Us Today
If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.