Tilia Fiduciary Partners, Inc.
SEC RegisteredInvested in You
About the firm
Tilia Partners is a fee-only, fiduciary wealth advisory firm offering expert, independent advice and personalized investment management. Their mission is to enrich the lives of their clients and larger community through zero-commission, transparent financial planning and portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment planning, portfolio management, business retirement consulting, college entrance consulting, tax planning, and banking solutions including charitable giving, collateralized lending, and investor checking accounts.
Who they serve
Mid-to-late career professionals, small business owners, and tax-conscious retirees; typically clients with investable assets over $1 million, as well as those on a strong savings path or anticipating a future liquidity event.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 252 | $91M |
| High Net Worth Individuals | 77 | $305M |
| Charitable Organizations | 12 | $0 |
| State/Municipal Entities | 2 | — |
12 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of February 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tilia Fiduciary Partners, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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