A. Ownership/Advisory History Fiduciary Financial Partners, LLC (the “firm,” “we,” and/or “us”) is a limited liability company formed in the State of Delaware. Our firm has been in business as an investment adviser since 2011 and is principally owned by Nicholas Economos through his solely owned entity NE Financial Services, Inc. B. Advisory Services Offered We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. We specialize in the following types of services: Comprehensive Wealth Management; Financial Planning and Consulting; and Retirement Plan Advisory and Consulting Services. Comprehensive Wealth Management Our comprehensive wealth management service encompasses asset management as well as providing comprehensive financial planning to clients. It is designed to assist clients in meeting their financial goals through the use of financial investments. We conduct at least one, but sometimes more than one meeting (in person if possible, otherwise via telephone conference) with clients in order to understand their current financial situation, existing resources, financial goals, and tolerance for risk. The firm uses applications within e-Money software to establish the client’s general investment and risk framework. Once completed, an Investment Policy Statement is prepared defining the investment strategy and client-requested investment restrictions. Clients will also receive a written financial plan encompassing the client’s financial position, investment planning, tax management, protection planning, retirement planning, and estate planning. We may propose an investment portfolio consisting of exchange traded funds, mutual funds, individual stocks or bonds, or other securities and strategies described in Item 8 of this brochure. Upon the client’s agreement to the proposed investment plan, we work with the client to establish or transfer investment accounts so that we can manage the client’s portfolio. Once the relevant accounts are under our management, we review such accounts on a regular basis and at least annually. We may periodically rebalance or adjust client accounts under our management. If the client experiences any significant changes to his/her financial or personal circumstances, the client must notify us so that we can consider such information in managing the client’s investments. Our comprehensive wealth management service is provided on a discretionary or non- discretionary basis per the terms of the signed Comprehensive Wealth Management Agreement. For our portfolio management services, we receive a limited power of attorney to effect securities transactions on behalf of clients. Clients have the right to provide the firm with any reasonable investment restrictions that should be imposed on the management of their portfolio (to be noted on the client agreement), and should promptly notify the firm in writing of any changes in such restrictions or in the client's personal financial circumstances, investment objectives, goals and tolerance for risk. We will remind clients of their obligation to inform the firm of any such changes or any restrictions that should be imposed on the management of the client’s account. We will also attempt contact clients at least annually to determine whether there have been any changes in a client's personal financial circumstances, investment objectives and tolerance for risk. Financial Planning and Consulting We provide a variety of financial planning and consulting services to individuals, families, businesses, and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives. Generally, such financial planning services will involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives. This planning or consulting may encompass one or more of the following areas:  Financial position  Asset allocation/investment advice  Investment planning  Accumulation goals  Tax management  Education funding  Protection planning  Business continuation strategies  Retirement planning  Business exit strategies  Estate planning  Executive/key person compensation strategies  Nonqualified deferred compensation strategies Upon receiving the written financial plan, or in the case of consulting services, a summary of our firm’s recommendations, the client will have the sole responsibility for determining whether to implement the recommendations. The financial plan may include general recommendations about investment strategies, but does not recommend the purchase or sale of specific products. Our firm will not provide accounting or legal advice nor prepare any accounting or legal documents for the implementation of the client’s financial planning objectives. The client is urged to work closely with his/her attorney and/or accountant in implementing recommendations set forth in the financial plan. We also provide an update to a previous financial plan (the “Plan Update”). A Plan Update will require you to provide updated information regarding your financial needs and circumstance. You complete a detailed questionnaire and discuss your current financial resources and projected needs. We will prepare a Plan Update document that will indicate if any changes to your original financial plan are warranted. You have the sole responsibility for determining whether to implement the recommendations in the Plan Update. The Plan Update may include general recommendations about investment strategies, but does not recommend the purchase or sale of specific products. Retirement Plan Advisory and Consulting Services We provide fiduciary and non-fiduciary retirement plan advisory and consulting services to employer plan sponsors. Our Retirement Plan Advisory and Consulting Services shall be in compliance with the applicable state law(s) regulating pension consulting services. This applies to client accounts that are pension or other employee benefit plans (“Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and we accept appointments to provide our services to such accounts, we acknowledge that we are a fiduciary within the meaning of Section 3(21) of ERISA (but only with respect to the provision of services described in Appendix A of the Retirement Plan

Advisory and Consulting Services Agreement). Fiduciary Services  Provide non-discretionary investment advice to the client about asset classes and investment alternatives available for the retirement plan (“Plan”) in accordance with the Plan’s investment policies and objectives. Client shall have the final decision-making authority regarding the initial selection, retention, removal and addition of investment options.  Assist the client with the selection of a broad range of investment options consistent with ERISA section 404(c) and the regulations thereunder.  Assist the client in the development of an investment policy statement (IPS). The IPS establishes the investment policies and objectives for the Plan. Client shall have the ultimate responsibility and authority to establish such policies and objectives and to adopt and amend the investment policy statement.  Assist in monitoring investment options by preparing periodic investment reports that document investment performance, consistency of fund management and conformance to the guidelines set forth in the IPS and make recommendations to maintain or remove and replace investment options.  Meet with client on a periodic basis to discuss the reports and the investment recommendations.  Provide non-discretionary investment advice to the Plan Sponsor with respect to the selection of a qualified default investment alternative (“QDIA”) for participants who are automatically enrolled in the Plan or who otherwise fail to make an investment election. The client retains the sole responsibility to provide all notices to participants required under ERISA section 404(c)(5). Non-Fiduciary Services  Assist in the education of the participants in the Plan about general investment principles and the investment alternatives available under the Plan. Client understands that the firm’s assistance in participant investment education shall be consistent with and within the scope of Department of Labor Interpretive Bulletin 96-1 ((i.e., the definition of investment education). As such, the firm is not providing fiduciary advice (as defined in ERISA) to the participants. Generally, the firm will not provide investment advice concerning the prudence of any investment option or combination of investment options for a particular participant or beneficiary under the Plan unless the Participant provides investment and general client profile information and acknowledges in writing receipt of the firm’s disclosure documents.  Assist in the group enrollment meetings designed to increase retirement plan participation among employees and investment and financial understanding by the employees.  Assist in the selection of a plan provider based on research and analysis of vendors, including an evaluation of administrative, recordkeeping, compliance, and employee communications services, administrative and investment-related fees, and an investment overview that incorporates a very similar analysis to the investment due diligence process described above.  Prepare quarterly market reviews to help inform and educate client on the prevailing capital markets.  Provide detailed reviews that include an analysis of relevant design features, including; age and service eligibility requirements, vesting, employer contribution formulae; and other relevant design features.  Facilitate plan conversions by generally overseeing process and providing sample letters and correspondence related to the plan conversion.  Provide checklists, plan design analysis, and other analyses to address plan compliance and efficiency. Such review may include a list of action items and suggestions, based on plan dynamics and discussions with the Plan’s fiduciaries.  Respond to ongoing questions, concerns, and issues raised by the client that are related to the Plan. Such services include plan pricing and contract negotiation with current providers, recommendations of specific Plan enhancements, helping solve service, administrative, recordkeeping issues, and plan compliance assistance. Participant Account Management (Discretionary) We use a third-party platform (Pontera Order Management System) to facilitate management of held away assets such as defined contribution plan participant accounts, with discretion. The platform allows us to avoid being considered to have custody of client funds since we do not have direct access to client log-in credentials to affect trades. We are not affiliated with the platform in any way and receive no compensation from them for using their platform. A link will be provided to the client allowing them to connect an account(s) to the platform. Once client account(s) is connected to the platform, we will review the current account allocations. When deemed necessary, we will rebalance the account considering client investment goals and risk tolerance, and any change in allocations will consider current economic and market trends. The goal is to improve account performance over time, minimize loss during difficult markets, and manage internal fees that harm account performance. Client account(s) will be reviewed at least quarterly and allocation changes will be made as deemed necessary. We may provide these services or, alternatively, may arrange for the Plan’s other providers to offer these services, as agreed upon between our firm and the client. C. Client-Tailored Services and Client-Imposed Restrictions We offer individualized investment advice to clients for our Comprehensive Wealth Management service. Additionally, we offer general investment advice to clients utilizing the following services offered by our firm: Financial Planning and Consulting and Retirement Plan Advisory and Consulting Services. Each client’s account will be managed on the basis of the client’s financial situation and investment objectives and in accordance with any reasonable restrictions imposed by the client on the management of the account—for example, restricting the type or amount of security to be purchased in the portfolio. D. Wrap Fee Programs We do not participate in wrap fee programs, where brokerage commissions and transaction costs are included in the asset-based fee charged to the client. E. Client Assets Under Management As of December 31, 2023, our firm managed $194,428,562 of discretionary assets and $14,084,282 of non-discretionary assets. Additionally, assets under advisement for retirement plan accounts amount to $227,092,632.