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FC Wealth Solutions

EST. AUM
$101,000,000

CONTACTS
3

CLIENT ACCOUNTS
416

Firm Details

Metro area Columbus
CRD Number 286381
Website fcwealthsolutions.com
Client types

Overview

FC Wealth Solutions is an independent, fee-only Registered Investment Advisor that specializes in investment management, financial planning, insurance, and estate planning. While these services may appear conventional, the firm distinguishes itself as Modern Age Advisors, embracing the evolving landscape of the industry. With a focus on transparency and cost-effective solutions driven by technology and new regulations, FC Wealth Solutions aims to address the shortcomings of traditional firms that often prioritize their own interests over those of their clients. The founders, having previously worked in such environments, established FC Wealth Solutions to challenge these industry norms and better serve client needs.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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