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Discover Your Wealth’s Full Potential™

Investing is serious business. You’re serious about protecting and growing your wealth, and we’re serious about providing the guidance that helps you enjoy your success. Pursue your goals with us and find the path to financial independence, security, and freedom.

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Who We Help

FPC Investment Advisory serves a select group of clients with a focus on personal attention. Our expertise allows us to help individuals, families, businesses, and foundations meet a wide range of goals.

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What We Do

Committed to Serving Investors Since 1994

We are veterans in financial planning and tax preparation, with the experience you’re looking for to get you where you want to be. We commit to a personal relationship so we can give you the best solutions for your situation.

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INTEGRATED WEALTH MANAGEMENT

Wealth management is about more than just investing successfully. It’s about reaching your goals and living the life you want to live. At FPC, we understand the big picture.

TAX EXPERTISE

Along with planning and investing, tax expertise is a critical tool in helping clients achieve their goals. As licensed tax practitioners, we weave expert tax consulting directly into our wealth management service–and that gives you an advantage few other advisors can offer.

DYNAMIC FINANCIAL PLANNING

Markets change, financial situations change, family situations change. Yet most financial advisors base their client relationships on rigid financial plans created at the beginning of the relationship.

Featured Resources

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Helpful Videos

Tune in with Bijan Golkar, CFP®, to learn more about how to organize your financial life.

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