At Adelphi Trust Company, we’re curious when others are skeptical and creative when others remain conventional. We’re serious about protecting the financial futures of our clients and those they love, and we do it with kindness and an open mind. We put family first in all we do and are committed to our clients for generations, providing highly customized and comprehensive trust and wealth management solutions so you can enjoy today while preparing for tomorrow.
Adelphi Trust Company was founded on the belief that wealth management, retirement planning and trust administration should be holistic and focused on each client’s individualized needs. We are a Florida chartered trust company and fiduciary to every client. Your financial well-being is our utmost priority.
Our team has decades of industry experience benefitting our clients directly with customized service and the peace of mind that robust financial planning is intended to provide. As Florida’s first trust company founded and majority-owned by women, we’re proud to offer a unique and local perspective with personalized service to protect what matters most to you and your family.
Your family and financial goals may change over time as you face exciting and significant milestones and as you plan for the eventual transition of your wealth to those you love most. The need for a strategic, multi-generational partnership with a fiduciary is growing. We consider all aspects of your financial life—investments, taxes, retirement planning, estate planning, and family dynamics—both for today and as your goals and needs evolve.
Our mission is to protect and safeguard the financial futures of you and your family. We provide you with the peace of mind that comes with knowing your intentions will be realized.
Thank you for your interest in Adelphi Trust Company and for visiting our website. I sincerely hope that you will plan to visit us in person or virtually soon to discuss how we may help you and your family. We’re honored to put your family first in all we do.
CEO and Co-Founder
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.
We’re proud to be the only trust company in Florida founded, managed, and majority-owned by women. Backed by decades of experience, our team has the talent and expertise to establish and protect your goals with confidence.
Our Management Team
Our Board of Directors
Are you a passionate professional looking for your next role? Join the Adelphi team.
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
