FDP Wealth Management – an independent advisory firm - provides a select group of individuals and businesses who share our values with a broad spectrum of services that match the key stages of their financial lives – wealth accumulation, wealth distribution and wealth transfer. These stages are interrelated, so we help clients plan for all three stages from the beginning of our relationship.
The FDP Wealth Life Cycle™ includes:
Our ability to form a trusting relationship will dictate whether you become a client or not. We invite you to sit down to begin exploring if we’re a fit for each other.
What Makes Us Different...
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Mark Chandik | Principal
"I am often asked what differentiates us from our competitors. First, we are entrepreneurs like our clients. Having built and run a number of businesses, I understand how entrepreneurs think and act, and I face many of the same challenges that they do; this perspective helps build a mutual and lasting trust. And second is our focus on being our client’s 'financial conscience.' Many advisors are perfectly capable of helping clients define their goals. However, developing a true partnership involves taking the requisite time to really get to know clients and their families and to communicate with them often and openly. Sometimes you have to tell clients things they may not want to hear; but that is what a trusted advisor must do to truly act in a client’s best interest."