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Fiduciary Counseling
Fiduciary Counselors is an investment adviser registered with the Securities and Exchange Commission. The firm primarily acts as an independent fiduciary for...
Overview
Fiduciary Counselors is an investment adviser registered with the Securities and Exchange Commission. The firm primarily acts as an independent fiduciary for employee benefit plans, providing solutions for a broad range of fiduciary and investment issues. Fiduciary Counselors is an employee-owned company.
General information
Firm type
Bank / Wealth / Trust
Year founded
1966
Location
Region
North America
Country
United States
City
Washington
Corporate office
Washington, DC, United States
Sector focus
Frequently asked questions
What is Fiduciary Counseling's relationship with the broader DC financial and legal ecosystem?
Located in Washington, DC, the firm is positioned within one of the densest concentrations of tax, estate, and regulatory legal expertise in the United States. Many boutique wealth-management firms in this geography structure themselves to coordinate closely with specialized law firms and trust companies, often serving families with complex philanthropic, regulatory, or inter-generational planning needs that require integrated fiduciary oversight.
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