Precision-Engineered Wealth Strategies
Built for Business Owners and High Earners
FBS Securities is a fiduciary RIA delivering boutique investment and retirement solutions, powered by institutional expertise and a cutting-edge tech stack.
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Smart Tech approach
Innovation at the Core of Our Client Experience:
FBS is a tech-forward firm leveraging best-in-class platforms across custody, reporting, trading, and analytics. We actively partner with fintech leaders to stay on the edge.
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Human-first experience
Vision:
To redefine wealth advisory through institutional thinking, tax-smart planning, and a human-first experience.
Mission:
To empower high-income professionals and business owners with actionable, intelligent financial solutions.
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Core Values
C – Compliance builds trust.
P – Performance drives success.
R – Risk management protects and adapts.
GPS
to Your Financial Destination
Let FBS navigate your path to financial success. Whether you want to grow wealth, reduce taxes, or build legacy—our team keeps you aligned every step of the way.
Investment Solutions
Institutional Strategies. Individual Focus.
We build diversified portfolios beyond traditional assets, designed for long-term growth, recurring income, and intelligent risk management.
Offerings Include:
Model Portfolios
Structured Notes
Private Credit (Real Estate-Backed)
Preferred Equity & Convertible Notes
Royalty-Based Financing
Private Funds & Alternatives
When you invest through
FBS,
we implement our
GROW Model
Premier Retirement Solutions
Tax-Optimized Plans for High Earners
FBS specializes in Combo Plans (Cash Balance + 401(k)) built for consultants, physicians, and small business owners.
Features:
Cash Balance Plans
Solo & Safe Harbor 401(k)
Fully Custom Combo Designs
Integrated Plan Design + Admin + Advisory
THE RITE PATH ™
A Holistic Approach to Financial Planning
FBS uses the RITE Path™ to guide lifelong confident planning:
Retirement
Investments
Tax Strategy
Estate & Probate Planning
Professionals Committed to Excellence
Strategic Specialist Partners
All listed specialists are independent professionals and not affiliated with or employed by FBS Securities. Clients are under no obligation to engage their services.