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VerifiedFinancial Services· Founded 2017

Fc Wealth Solutions

FC Wealth Solutions is an independent, fee-only Registered Investment Advisor. We provide services in investment management, financial planning and insurance and estate planning. While this may seem traditional from the outside, we do not believe it is traditional from the inside. We consider ourselves Modern Age Advisors because we are at the forefront of an evolving industry. Technology and new regulations are beginning to bring greater transparency to clients while also demanding more cost-effective solutions. Not everyone in our industry are adapting to these changes. Most firms continue in the traditional way of doing business, littered with expensive, commoditized services, hidden fees and conflicts of interest. Having once worked at these traditional firms, we realized they were built to serve themselves, while client’s best interests came second. We founded FC Wealth Solutions as our answer to combat the traditional industry norms. At FC Wealth Solutions, we pride ourselves on our fiduciary and independent status because we believe it is the only way to put our client’s interests first. We stress our core values of total transparency while providing cost-effective solutions, and we believe our internally managed, proprietary investment strategies make us unique compared to our competitors.

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HeadquartersWesterville, United StatesEmployees2(1 to 10)Annual revenue<$1MFounded year2017Websitefcwealthsolutions.comLinkedIn profileLinkedIn

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Top roles at Fc Wealth Solutions

2 distinct titles indexed · top 2 shown.

  • 1co-founder & chief investment officer
  • 1investment advisor representative

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