Wealth Management Services, offered through The Fauquier Bank, began as a Trust Department in 1916 and primarily focused on the settlement of estates. Today, TFB Wealth Management has grown into a diversified financial services entity.
When it comes to Financial Planning, Investment Management, Trust Administration, Wealth Custom Lending, Estate Settlement, Insurance Services and Brokerage Services, clients choose The Fauquier Bank Wealth Management professionals to manage their financial needs. We have the history, resources, and a large team of certified financial advisors with years of wealth management experience to help you plan for financial success.
Every client’s account is unique. Whether you need help with estate planning, home equity, IRAs, investing, asset transfers, loans and asset planning, secured lines of credit, or life insurance premium financing, our professional team of wealth advisors are here to provide guidance.
Whether you are new to wealth management and financial planning, or you are ready to put a plan into motion for you and your family, TFB Wealth Management Services is here and fully supported by The Fauquier Bank.