Your first call and trusted word for every milestone in life.

Adelphi Trust Company provides comprehensive, tailored trust solutions from a trusted fiduciary who will walk beside you through your worries and your wins, so you can rest assured that you’re protected from every angle.

Our Story

Adelphi Trust Company is the only independent trust company headquartered in Tampa Bay and the first, and only, trust company in Florida certified by the Women’s Business Enterprise Council (WBENC). We are proud to call Tampa Bay home, where our deep commitment to the individuals, families, and communities of Florida guides everything we do. 

Our team brings over a century of legal and fiduciary experience assisting families like yours. We provide investment management, retirement services, financial planning, and trust administration to individuals and organizations across Florida and beyond. We are your deeply committed ally, walking alongside you, protecting your legacy and preserving your wealth through every milestone in life.

Solving Problems, Earning Your Trust

We exist to protect, guide, and safeguard the wealth and financial futures of our clients and those they love most. As a safe keeper and lifelong fiduciary, we advocate for and educate the families and businesses we serve with a commitment to provide a single source of truth, especially in the face of challenges.

Peace of Mind

We take care of the details so you sleep at night.

Trusted Partner

As your fiduciary, we’re by your side through every milestone.

Advocacy

We’re committed to understanding your intentions and preserving your legacy.

Reasoned Guidance

Direct access to seasoned professionals who have the experience and advice you’re looking for.

Clarity

We pride ourselves in making the complex understandable so you can make the decisions best suited to you.

Modern Operations

Innovative services that provide you the information you need, delivered conveniently.

A Dedicated Partner
for Every Need

Trust Services

Your fiduciary and ally in trust planning and custodial services.

Estate Settlement

For individuals, families and business owners, we provide attentive and continual communication with you and your estate attorney to effectively create and monitor an estate plan that protects your assets and creates an enduring legacy.

Wealth and Investment Management

Planning and guidance for your current and future financial security.

Adelphi Trust Company

Cares

We are dedicated to supporting our community, from sponsoring events to partnering with local organizations making a difference in our neighborhood.

Learn more about our community initiatives and get involved as a friend of Adelphi Trust Company

A Few of Our
Latest Insights

Disclosures

Investment Services

Investment products and services are not obligations of or guaranteed by Adelphi Trust Company, are not insured by the FDIC, and are subject to investment risks, including possible loss of the principal amount invested.

NOT FDIC INSURED

May lose value
No bank or trust company guarantee