Jane DeLashmutt O'Mara,  CFP<sup>&reg;</sup> - Financial Advisor

Jane DeLashmutt O'Mara, CFP®

Portfolio Manager

FBB Capital Partners

127 North Washington Street
Easton, MD 21601

FBB Capital Partners

1997 Annapolis Exchange, Suite 300
Annapolis, MD 21401

FBB Capital Partners

4520 East West Hwy, Suite 450
Bethesda, MD 20814
FINANCIAL ADVISOR'S WEBSITE
(410) 822-0813

General

Jane O'Mara is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FBB Capital Partners in Easton, MD and the surrounding communities.

Financial Advisor Overview

We are an independent wealth management firm serving as trusted partner to affluent individuals, families, foundations and endowments. Our highly personalized, consultative approach lets us better understand our clients’ financial goals, while our team of investment professionals and planning experts provides our clients with the sophisticated, objective advice they deserve. Over more than two decades we have built the firm into an organization capable of serving our clients’ needs for generations to come. As a fiduciary, we are held to the highest industry standards of trust and confidence, and act with undivided loyalty to our clients. As an employee-owned firm, we offer independent thinking, free from the constraints of corporate interests. And as a fee-only advisor, we avoid the conflicts of interest inherent in brokerage and certain other financial advisory arrangements. Each FBB client is served by a dedicated Portfolio Manager who becomes a core member of the client's financial team. What sets us apart is our flexibility in structuring portfolios and the level of attention we offer our clients. We do not force our clients into one-size-fits-all portfolios, but instead tailor each portfolio to the client's unique goals, risk preferences, time frame and tax situation. We also work extensively with our clients’ other advisors, such as tax professionals and estate-planning attorneys. Through dedicated teamwork – as true financial partners – we aim to exceed the expectations of our valued clients.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources