Frederick, Maryland · FEE-ONLY · FIDUCIARYFee-Only Fiduciary Wealth Management in Frederick
Investment management, financial planning, tax strategy, and coordinated estate planning for high-net-worth Frederick families.
Analog Capital Partners is a partner-owned, fee-only registered investment adviser serving high-net-worth individuals, families, founders, executives, and business owners in Frederick and across the Washington, D.C metro area.
Our Frederick clients have access to the same integrated wealth-management approach we provide nationally: in-house investment management, comprehensive financial planning, tax planning and preparation, and coordinated estate strategy.
100% partner-owned fiduciary
No product commissions
Institutional custody
WEALTH MANAGEMENT IN FREDERICKOne coordinated team for your financial life
For families with meaningful wealth, investment decisions rarely stand alone. Taxes, retirement, liquidity, estate structure, business interests, concentrated positions, and family objectives often interact.
Analog Capital Partners brings these decisions together within one advisory relationship.
Investment Management
Institutional-style portfolio construction designed around diversification, risk management, and multiple sources of return.
Explore Cross-Cycle Investment Management →
Financial Planning
Retirement, cash flow, liquidity, insurance, major purchases, business transitions, and long-term family planning.
Tax Planning
Tax strategy and preparation coordinated with investment and financial-planning decisions.
Estate & Trust Strategy
Estate and legacy planning, trust coordination, beneficiary strategy, and collaboration with qualified legal counsel.
WHO WE SERVEBuilt for Frederick families managing more complex financial lives
Founders & Business Owners
Coordinate personal wealth, concentrated business interests, liquidity events, taxes, and long-term family planning.
Executives
Manage concentrated stock, equity compensation, investment portfolios, taxes, retirement planning, and major financial decisions.
Families Approaching Retirement
Turn accumulated wealth into a coordinated retirement-income, investment, tax, and estate strategy.
High-Net-Worth Families
Bring investments, taxes, estate planning, private investments, real estate, and family priorities into one coordinated framework.
ABOUT ANALOG CAPITAL PARTNERSIs Analog Capital Partners a fiduciary financial advisor in Frederick ?
Yes. Analog Capital Partners is a fee-only registered investment adviser serving clients from its Frederick , Maryland office. ACP is 100% partner-owned and does not receive commissions for selling investment or insurance products.
The firm provides investment management, comprehensive financial planning, tax planning and preparation, and coordinated estate strategy for high-net-worth individuals and families.
Client investment accounts are held in the client's name with independent institutional custodians including Charles Schwab, Goldman Sachs, and Apex.
OUR INVESTMENT APPROACHInvesting beyond the traditional stock-and-bond portfolio
Analog Cross-Cycle Investment Management
ACP's core portfolios combine multiple return drivers with the goal of broadening diversification, managing drawdown risk, and preserving meaningful long-term growth potential.
Global stocks
U.S. Treasuries
U.S. real estate
Precious metals
Alternative investments
EXPERIENCED PROFESSIONALSMeet the team behind your advice
ACP brings its investment, financial-planning, and tax capabilities together with qualified estate-planning counsel so complex decisions can be designed, implemented, and maintained as one coordinated family wealth strategy.
Billy Desai, MBA, CFA, CFP®
Institutional investment management and portfolio construction
Jonathan White, CPA; Ben Dorsey, CFP®, CPA; and Jeff Pomerantz, CPA
Tax planning, preparation, international tax, structuring, and resolution
Randy Fox, CFP®, AEP®
Estate strategy for high-net-worth families
ACP Financial-Planning Team
Retirement, cash flow, risk, investment, and long-term family planning
faqFrequently Asked Questions About Wealth Management in Frederick
Does Analog Capital Partners have an office in Frederick ?
Yes. Analog Capital Partners serves clients from its Frederick office at 2323 Humphreys Peak Court Frederick, MD 21702.
Is Analog Capital Partners fee-only?
Yes. Analog Capital Partners is compensated by its clients and does not receive commissions for selling investment or insurance products.
Is Analog Capital Partners a fiduciary?
Yes. Analog Capital Partners is a registered investment adviser and serves clients in a fiduciary capacity.
What types of clients does Analog Capital Partners work with?
ACP primarily works with high-net-worth individuals and families, founders, executives, business owners, and people approaching or living in retirement.
Does Analog Capital Partners provide tax planning?
Yes. ACP provides tax planning and optional tax preparation and coordinates tax decisions with investment management and financial planning.
Does ACP provide estate planning?
ACP provides estate strategy, trust coordination, and planning around wealth transfer and works with qualified estate-planning counsel when legal services and documents are required.
How does Analog Capital Partners invest client portfolios?
ACP uses a multi-asset investment framework incorporating global equities, U.S. Treasuries, real estate, precious metals, and other diversifying investments where appropriate. Core liquid portfolios generally use individual securities and low-cost ETFs rather than traditional mutual funds.
Does ACP work only with clients in Frederick?
No. Analog Capital Partners serves clients across the United States while maintaining offices in multiple markets.
Frederick OfficeSpeak with an analog partner in Frederick
If you'd like to speak with us, arrange a call directly or submit your information and we'll reach out.
Phone
Office
2323 Humphreys Peak Court Frederick, MD 21702
