At Ferris Capital,
we have the experience and expertise to serve as your family’s Chief Financial Officer and deliver trusted advice and guidance on all facets of your financial life. Our family office approach to wealth management, investment process and independent architecture will let you go to sleep at night knowing that your assets are in the right hands.
 
Dave Ferris, Esq.

Dave Ferris, Esq.

Andrew Brody

Andrew Brody

Matthew Elsenbeck

Matthew Elsenbeck

Andrew Vernazza

Andrew Vernazza

Bob Whelan

Bob Whelan

Eric Ganeles

Eric Ganeles

 
Brian Charville, Esq.

Brian Charville, Esq.

Matthew Russell, Esq.

Matthew Russell, Esq.

Leah Upton, CFP®, CRC®, CDFA ®

Leah Upton, CFP®, CRC®, CDFA ®

David Barlow

David Barlow

Rose McPherson

Rose McPherson

 

Letter from the CEO

We founded Ferris Capital after spending 12 plus years at a large Wall Street brokerage firm. We left that model because we wanted to create an environment that minimized conflicts of interest and put the client first.

 
We founded Ferris Capital after spending 12 plus years at a large Wall Street brokerage firm. We left that model because we wanted to create an environment that minimized conflicts of interest and put the client first.

At Ferris Capital, we act on behalf of our clients as their fiduciary which means that each recommendation we make is made in good faith and contributes to our goal of making the best, rational decisions for our clients and their loved ones. We do not sell products like the broker dealers do, but rather create long-term financial plans to help our clients meet their goals and objectives. We are not incentivized like the broker dealers with commissions to trade in client accounts, but rather provide advice to get our clients to where they want to be, without the biases associated to commissions.

The success of Ferris Capital is not about the investments, it’s about the people. First, our clients are some of the most successful individuals in the entire country. It is their continued trust in Ferris Capital that has allowed us to become who we are today.

Their confidence and support speaks volumes about the firm and its staff. Second, our professionals are some of the most intelligent and trustworthy individuals in the business. They have grown Ferris Capital significantly because of our well received process, world-class service and commitment to the client.

Our goal is to help our clients make financial and investment planning easy. Our clients have been successful in creating wealth and it is our job to help them protect and grow that wealth for the generations to come. We are true wealth managers, working with clients to navigate their financial situations through in- depth planning. We are big believers in understanding valuations and that low cost, tax efficient investment strategies are keys to success.

Ferris Capital is not your traditional firm - we are so much more. Please feel free to use us as a sounding board. We encourage questions and look forward to hearing from you.

 

All the best,
Dave