Why FIC

WHY CHOOSE FIC?


The financial services industry is a crowded and sometimes confusing place, and people often ask what separates our firm from others. We believe our size, structure and experience enable us to offer personalized service and attention to each client.

What Sets Us Apart

  • Boutique firm with a family-oriented team
  • We intentionally have a select number of clients to ensure each client receives personalized service and attention
  • Our business model ensures we have no conflicts of interest so our clients know their interests are being served
  • Our fees are simple and transparent
  • FIC is solely owned by its employees, and all clients are served by an owner of the firm
  • We act in a fiduciary capacity and are committed to placing client interests ahead of our own
  • We are absolutely committed to honesty and integrity in our business dealings
  • Our team members maintain the industry's leading certifications
  • We have significant experience in investment management, tax and estate planning and financial advisory services
Don't take it from us... we are pleased to make references available from one of our many satisfied clients.