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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Backed by Smart Tech
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
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
Our team
Professionals Committed to Excellence
Venu Reddy
Managing Director, Financial Advisor
Guiding clients with strategic financial planning and personalized wealth solutions.
Albert Hoover
Advisory Board
Supports the team with research-driven insights and strategic guidance to strengthen overall planning.
Atishay Jain
Director of Investment Strategy
Specializing in portfolio design and investment strategies for long-term growth.
Suchana Shenoy
Director of Operations
Driving efficiency and client care in estate planning, retirement, and legacy solutions.
Strategic Specialist Partners
Huihui Jiang
Chief Actuary
Designing tax-efficient retirement and risk strategies through advanced actuarial insights.
Trushar Mody
Life Coach
Empowering growth with clear strategies that align personal vision with business success.