WHAT WE DO
Taking Care of Today and Tomorrow
At AD Fiduciary, we serve as a source of security, compassion, and strength to clients and those supporting them through challenging life transitions. We help our clients assess, plan, implement, and monitor their financial, legal, and personal care needs with integrity and trust. It is our duty and honor to protect the wishes and best interests of those we represent.
OUR SERVICES
When you entrust ADÂ Fiduciary to uphold your or your loved ones deepest intent, you will find we do so with concern and compassion employing a client-first approach. We are service-oriented, striving to provide unmatched personal and financial management.
“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.”
Douglas Adams
CONTACT US
Get in touch with AD Fiduciary to discover more about our services. We look forward to connecting with you!
2228 Longport Ct #100, Elk Grove, CA 95758, USA
+1 (916) 686-7804
(916) 690-8991 fax
