Advisors at this firm
Ryan C
CFP®, Series 65
Wilmington, NC
Tilia Fiduciary Partners, Inc.
Ryan Casey is a CFP® professional with eight years of industry experience, currently serving as an advisor at Tilia Fiduciary Partners, Inc. He has worked at Tilia Fiduciary Partners since 2017 and previously served nine years in the United States Marine Corps. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing a buy-and-hold investment approach with periodic tactical adjustments.
Thomas F
Series 65
Wilmington, NC
Tilia Fiduciary Partners, Inc.
Thomas Favor is a financial advisor at Tilia Fiduciary Partners, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he served nine years at the Federal Aviation Administration and twenty years in the United States Marine Corps. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing a buy-and-hold strategy supplemented by limited tactical trades, hedges, and options.
Alexis D
CFP®, Series 65
Wilmington, NC
Tilia Fiduciary Partners, Inc.
Alexis Delia is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Tilia Fiduciary Partners since 2023 and has prior experience at Hachette Book Group and A. Noble Events & Design. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm develops customized financial profiles and investment plans, employing a primarily buy-and-hold strategy with ETFs, mutual funds, equities, and bonds, while allowing limited tactical trades and options strategies.
Shawn H
Series 65
Wilmington, NC
Tilia Fiduciary Partners, Inc.
Shawn Hudspeth is a financial advisor at Tilia Fiduciary Partners, Inc. with a Series 65 credential and one year of industry experience. His background includes military service in the U.S. Marine Corps and roles in education at the University of North Carolina and Trident University. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, using a buy-and-hold strategy across various asset classes with limited tactical adjustments.
Walker A
CFP®, Series 66
Wilmington, NC
Tilia Fiduciary Partners, Inc.
Walker Abney is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Tilia Fiduciary Partners, Inc. in Wilmington, NC. He has been with Tilia Fiduciary Partners since 2011. Outside of his advisory role, Abney is involved as a co-owner and corporate treasurer of a local wine and beer sales business. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing a primarily buy-and-hold strategy with selective tactical trades and options strategies.
