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Tilia Fiduciary Partners

Company Name

Tilia Fiduciary Partners

Main Industry

Investment Banking, Finance

Website

www.tiliapartners.com

Tilia Fiduciary Partners Profile and History

Tilia Partners is a full-service, independent wealth management firm located in Wilmington, NC, catering to mid-to-late career professionals, small business owners, and tax-conscious retirees. The firm focuses on providing expert financial planning and personalized investment management while adhering to a fiduciary standard. With a minimum requirement of $1,000,000 in investable assets, Tilia Par tners emphasizes a commission-free advisory approach to simplify financial decision-making for their clients. Their mission is to enrich the lives of clients and the community by offering independent advice tailored to individual financial needs.

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Primary Industries

Contact Information

Headquarters

32 N Front St, Wilmington, North Carolina, 28401, United States

(910) 679-4093

Revenue

$1.3 M

Employees

8

Founded

2011

Tilia Fiduciary Partners Executive Team & Key Decision Makers

Name & TitleContact Info
Walker Abney
Walker Abney

Principal, Managing Director

Email

Phone

Reveal for Free

Christine Nesselroade
Christine Nesselroade

Senior VP, Operations

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Phone

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Ryan Casey
Ryan Casey

Managing Director

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Phone

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Alexis Sotomayor
Alexis Sotomayor

Assistant Manager, Operations

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Phone

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Alexandria Sotomayor
Alexandria Sotomayor

Manager, Operations

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Phone

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Leslie McCormick
Leslie McCormick

Operations Analyst

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Phone

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Alexis Delia
Alexis Delia

Financial Planning Associate

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Phone

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Trenton Shady
Trenton Shady

Operations & Investment Research Associate

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Phone

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Recently Updated Team Members

Name & TitleContact Info
Trenton Shady
Trenton Shady

Operations & Investment Research Associate

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Phone

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Top Tilia Fiduciary Partners Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Tilia Fiduciary Partners.

Frameworks and Libraries

(4 Technologies)

Web Analytics

(2 Technologies)

Web Fonts

(2 Technologies)

Programming Languages

(2 Technologies)

Content Delivery Networks

(1 Technologies)

Tilia Fiduciary Partners Email Formats

ParameterSample EmailPercentage

Tilia Fiduciary Partners Top Competitors

CompanyEmployeesRevenueTop technologies
Attentive Investment Managers

Attentive Investment Managers

4$1.3 M
Southbridge Advisors

Southbridge Advisors

11$4.8 M
Weyhill Investment Counsel

Weyhill Investment Counsel

3$1.3 M
Portfolio Solutions

Portfolio Solutions

28$6.8 M
Tarheel Advisors

Tarheel Advisors

6$5 M

What is Tilia Fiduciary Partners revenue?

Tilia Fiduciary Partners revenue is $1.3 M

How many employees does Tilia Fiduciary Partners have?

Tilia Fiduciary Partners has 8 employees

Where is Tilia Fiduciary Partners headquarters located?

Tilia Fiduciary Partners headquarters are located in 32 N Front St, Wilmington, North Carolina, 28401, United States

What are Tilia Fiduciary Partners’s primary industries?

Tilia Fiduciary Partners’s main industries are: Finance, Investment Banking

What are some additional names or alternative spellings that users use while searching for Tilia Fiduciary Partners?

Tilia Fiduciary Partners appears in search results as tilia fiduciary partners Inc, Tilia Fiduciary Partners, Fiduciary Partners IncTilia Holdings LLC, Tilia Fiduciary Partners 32...See More