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
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.
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