Global Fiduciary Partners

Global Fiduciary Partners is a single‑advisor registered investment adviser that primarily serves individuals and high‑net‑worth federal professionals — including U.S. Foreign Service officers, civil servants, and other federal employees — offering flat‑fee comprehensive financial planning, limited‑scope project planning, hourly consultations, and ongoing investment advisory (financial management) services. The firm also delivers educational seminars and workshops and operates two self‑directed online programs, the Federal Retirement Income Academy and the Federal Cash Flow Academy, which are offered separately from its advisory relationships.

The firm generally provides investment recommendations on a non‑discretionary basis — the brochure discloses $100,000 managed non‑discretionarily and no discretionary assets — and structures engagements as time‑limited planning relationships or continuous advisory arrangements where clients approve actions. Its advisory process emphasizes fiduciary duties and uses tools such as strategic asset allocation, tax‑aware coordination across account types, Monte Carlo analysis, and elements of modern portfolio theory to align recommendations with each client’s objectives.

Compared with many independent peers, Global Fiduciary Partners is notable for combining a niche focus on federal employees and institutional seminar audiences (including embassies and international organizations) with a substantial educational product set alongside advisory services. The firm operates without custody or broker‑dealer affiliations and does not vote client proxies, reflecting a compact, advisor‑led practice that centers client approval and education rather than discretionary trading.