Who We Are

We are a team of investment bankers and analysts with over 20 years of experience in Alternative Investments, Tax Advantage Investment Products, and Wealth Management. The team draws on deep intellectual curiosity, a collaborative culture, and the power of data driven research to advance clients’ outcome. 

Our firm is unique because we are not conventional bankers, many of us chose the Investment banking profession as a second; in some cases, the third career. At FBS, our experience and perspective is what makes us unique.

Why Choose Us

Experienced Advisors
Committed To Your Goals

FBS Group is an investment banking and private wealth management firm that offers a variety of financial solutions. Our primary focus is on Capital Markets & Money Market Investments, Alternative Investments, Tax advantage plans, and Insurance supplemental income. We work with our clients to tailor our services to their unique needs.

FBS Group takes pride in being a one-stop-shop for all financial and investment needs, ensuring that clients receive comprehensive and personalized support. With an experienced team of financial advisors, FBS Group guarantees top-tier service and expertise to assist clients in achieving their investment goals.

Our Services

Wealth Management

Capital Markets & Money Market Investments

Annuities and index life products

Retirement planning

Estate Planning

Premium finance

Cash Balance Plan

Alternative Investments

Private equity /Venture capital

Real Estate

Hedge Fund

Investment Banking

Merger and Acquisitions

Private Placement & Syndication

Meet the Team

Managing Director
Advisory Board
Client Services