Family Financial Planning. Investment and Portfolio Management. Estate and Trust Reviews

As your fiduciary, we are here to guide you through tactical decision-making to attain your life’s goals.

Your Fiduciary Team

Your Fiduciary Team is an association of Certified Financial Planner professionals, with a strategically aligned team of CPAs, Elder Care Attorneys, Family Law Attorneys, Trust and Estate Attorneys.

When you work with Your Fiduciary Team, you will experience independent financial advice and the highest standard of fiduciary care and excellence. Our experienced group has a long history of serving families, business owners, entrepreneurs, and other creators of first-generation wealth.

Check the background of investment professionals on FINRA’s BrokerCheck.




Cash Flow

Special Needs


Investment Risk

Tax Management

“Along with the strong forces of time and progress, good old-fashioned homework, due-diligence, sustainable cash flows, along with always checking on my Trinity of Investing®, QC, UE & LUEI®, is my solution to a Successful and Thriving Investment Dynamic and Strategy. A methodology in helping you address the achievement of your Financial Purpose.”

– Stephen R. Facella, CFP®


Stephen Facella

The Victoriana Building
1301 East Broward Boulevard, Suite 335
Fort Lauderdale, Florida 33301
Mobile: 954-245-6677 | Office: 954-527-7777



"An association of professionals committed to fostering the highest standard of fiduciary care and excellence.”

– Stephen R. Facella, CFP®


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Your Fiduciary Team