Wealth Management
Discretionary and advisory portfolios built around your time horizon, income needs and risk tolerance — reviewed continuously, not once a year.
Munich, Germany
Wealth advice built
for the decades ahead,
not the next quarter.
FIBA Finanzberatung & Vermögensverwaltung GmbH is an independent advisory firm helping individuals, families and business owners plan, invest and preserve capital with discipline and transparency.
About FIBA
An independent partner, headquartered in the heart of Munich.
Founded by a team of chartered financial advisors, FIBA Finanzberatung & Vermögensverwaltung GmbH was built on a simple premise: advice works best when it answers to the client alone. We hold no proprietary funds to sell and no sales targets to meet — only a mandate to grow and protect what our clients have built.
From our office on Nördliches Schloßrondell, our advisors work with private individuals, families and owner-managed businesses across Bavaria and beyond, combining German regulatory rigor with a genuinely long-term investment philosophy.
Headquarters
Nördliches Schloßrondell 10, 80638 München
Focus
Wealth management & financial planning
Structure
Independent, fee-based GmbH
Services
Advice that covers the full arc of your finances.
Financial Planning
A clear, written plan connecting today's decisions to your long-term goals — from major purchases to retirement income.
Retirement & Pension Planning
Statutory, occupational and private pension strategies structured to close the gap between your working income and retirement needs.
Real Estate Investment
Analysis and financing structures for direct property investment, portfolio diversification and buy-to-let strategies.
Tax-Efficient Structuring
Coordinated with your tax advisor to keep investment, income and succession decisions efficient under German tax law.
Succession & Estate Planning
Business succession, inheritance structuring and family governance, planned early enough to give every option room to work.
Why FIBA
Advice designed to hold up under scrutiny.
We built FIBA around the standards we'd want applied to our own family's capital: clear fees, documented reasoning, and advisors who stay accountable for the recommendations they make.
Fully independent
No proprietary products, no third-party commissions influencing what we recommend.
Transparent fee structure
A single, disclosed advisory fee — you always know exactly what you're paying for.
Long-term orientation
Portfolios built for decades, with rebalancing decisions made on evidence, not headlines.
Direct advisor access
One named advisor per client relationship — not a rotating call center.
Get in touch
Start with a no-obligation conversation.
Tell us a little about your situation and one of our advisors will get back to you within two business days to arrange an initial consultation, in person or by video call.
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Office
Nördliches Schloßrondell 10
80638 München, Germany - Email support@fibafinanz.store
- Hours Monday–Friday, 9:00–18:00 CET