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Martha Callahan

FBB Capital Partners

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About Martha Callahan

Martha Callahan is a certified financial planner who has been in the industry for over 14 years. Martha is registered with the state of Maryland and Texas. Martha currently works for FBB Capital Partners, where she provides financial planning and portfolio management services for individuals, families, and businesses. Martha has a strong commitment to helping her clients achieve their financial goals.

Firm Information

Martha Callahan is currently registered with FBB Capital Partners. FBB Capital Partners is an investment advisor registered with the SEC, headquartered in Bethesda, MD. The firm manages $1.87 billion in assets for 2,917 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, portfolio management for businesses and individuals, and a variety of other services.
FBB Capital Partners

4520 EAST-WEST HIGHWAY

BETHESDA, MD 20814

$1.87B

Assets Under Management

10

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martha Callahan’s Registration & Firm History

MD

06/06/2023 - Present

FBB Capital Partners (EASTON MD)

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Licenses & Designations

IA

Issued 12/17/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martha Callahan.
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