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Text Content

 * Services
 * Meet The Team
 * Current Clients

DEFINE


FI·DU·CI·AR·Y


AN ETHICAL DUTY TO ACT SOLELY IN THE BEST INTERESTS OF THE CLIENT



We serve mid-to-late career professionals, small business owners and
tax-conscious retirees who value expertise with managing their financial plan.


MISSION



To enrich the lives of our clients and larger community through expert,
independent advice and personalized investment management.




MINIMUM



We add the most value when prospective clients have at least $500,000 of
investable assets.

More On Pricing


THE TILIA DIFFERENCE





Our Services


IS THIS YOU?



RECENTLY RELOCATED AND ARE IN NEED OF A LOCAL FINANCIAL PLANNING TEAM.

HOLD A LEADERSHIP ROLE WITHIN YOUR ORGANIZATION, OR SOON EXPECT TO.

ARE SKEPTICAL OF THE ADVISORY INDUSTRY AND BELIEVE THAT FINANCIAL PRODUCTS CAN
BE OPAQUE, EXPENSIVE AND UNNECESSARILY COMPLEX.

APPRECIATE THE VALUE OF WORKING WITH A ZERO SALES COMMISSION WEALTH ADVISORY
TEAM WHICH PROTECTS YOUR VALUABLE TIME.


CONTACT US



WE INVITE YOU TO CALL US AT (910) 679-4093 FOR A NO-COST 45 MINUTE CONFIDENTIAL
CONSULTATION WITH A CERTIFIED FINANCIAL PLANNER™️. OR SIMPLY ENTER YOUR
INFORMATION BELOW AND WE’LL REACH OUT TO YOU!




INVESTED IN YOU

© 2024 Tilia Fiduciary Partners, Inc.
All Rights Reserved.

NORTH CAROLINA HEADQUARTERS

32 N. Front Street
Wilmington, NC 28401
Phone (910) 679-4093
Fax (910) 679-4534

Tilia Fiduciary Partners, Inc. is a Registered Investment Adviser regulated by
the United States Securities and Exchange Commission.
These statements do not represent a guarantee of results. Past performance is
not an indication of future results.

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