Creating Family-First Financial Futures

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 most, and we do it with kindness and an open mind, considering your unique story at every turn. 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 services so you can enjoy today while preparing for tomorrow – all with a steadfast ally by your side.

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 Letter From Our CEO

Adelphi Trust Company began with the belief that wealth management, retirement planning and estate settlement services could be provided to clients in a more holistic way and focused on the needs of a broader audience than is currently available in the market.

We know there are many seeking assistance for these fiduciary services and that this need is growing exponentially in the very near future across multiple generations. Our mission is to protect and safeguard the financial futures of our clients and provide them with the peace of mind that their 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.

CEO and Co-Founder

Founded by Trailblazers

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.

CEO, Chairwoman, and Co-Founder
Chief Trust & Fiduciary Officer, Board Member, and Co-Founder

Led by Specialists

Our Management Team

Chief Operations Officer,
Director of Philanthropic Services

Chief Investment Officer

Chief Compliance Officer

Senior Trust Officer

Trust Associate

Guided by Experts

Our Board of Directors

Adelphi Trust Company Careers

Fueled by
Top Talent

Are you a passionate professional looking for your next role? Join the Adelphi team.

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
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