Consulting Services

Fiduciary Capital Management LLC offers a varitey of consulting services, including:

  • Financial Planning;
  • Social Security Planning;
  • 1031 / 1033 Exchanges;
  • Annuities;
  • Long Term Care Insurance;
  • Life Insurance; and
  • Private Fund Consulting

We operate independently and are not affiliated with, or controlled by, any insurance company or product vendor. This independence allows us to provide objective, fiduciary advice focused solely on our clients’ best interests.

Paul McIntyre, Chief Compliance Officer

Fiduciary Capital Management LLC


Contact | Terms of Use | Privacy Policy | Firm Brochure (ADV2a) | Form CRS (ADV 3) | MSC-BD, LLC  Form CRS | Business Continuity Plan | Internal Use Only

Check the background of your advisor on FINRA’s BrokerCheck or the SEC’s Advisor Check.

The information provided by the Fiduciary Capital Management LLC, (“FCM” or “Fiduciary CM”) website is for educational and informational purposes only and is not intended as tax, legal, or investment advice. You should consult with a qualified legal or tax professional regarding your individual circumstances. The opinions expressed are those of the author and are subject to change without notice. This material should not be considered a solicitation for the purchase or sale of any security. We take protecting your personal information and privacy seriously. In accordance with the California Consumer Privacy Act (CCPA), California residents may exercistheir privacy rights by visiting this link. Advisory services are offered through Fiduciary Capital Management,LLC (“FCM”) a registered investment adviser. Insurance products are offered through independent insurance agencies, not affialted with FCM. Copyright © Fiduciary Capital Management LLC 2026. All rights reserved.