About Us

Based in the San Francisco Bay Area, we have been providing fiduciary services for the Elderly and Individuals with Special Needs since 2018

Welcome to White Plum of Freedom

YOUR TRUSTED Bay Area Fiduciary

We’ve been working to ensure our clients’ financial stability, and to provide the best financial, legal, and health managements services. We stand for quality and credibility, so you could be sure about our work.

OUR MISSION

At our company, we put our emphasis on helping our clients do what is in their best interest and your specific needs always come first. We’re dedicated to providing the best wealth management services.

EXPERIENCED PROFESSIONALS

Our professionals have many years of experience helping individuals with financial, legal, and healthcare decisions. We specialize in all those areas and we can provide total management.

PERSONALIZED SOLUTIONS

Our professional fiduciary will work with you to review your current situation, your financial challenges, and specific needs, to provide a personalized strategy that suits you.

TOP-RATED CUSTOMER SERVICES

At our company, you’re not just a client. We will be your long-term partner and take care of your financial stability so that you can have a simplified life.

Over 4 Years Reputation for Excellence

We have over four years of experience helping families with custom fiduciary solutions. We put our emphasis on helping our clients do what is in their best interest and our clients needs always come first.

UNDERSTAND

Our first goal is to understand you and your loved one's current situation, as well as your challenges in the present and future.

ESTABLISH

We'll work with you to develop a plan that fits the available resources and desired goals, as well as implementing a strategy.

Manage

We'll manage the process for your loved one and continuously monitor the plan to make sure it stays on course.

Meet Your PROFESSIONAL

Ramji Digumarthi

Professional Fiduciary

About Ramarao (Ramji) Digumarthi

Ramarao (Ramji) Digumarthi is a California Certified Professional Fiduciary offering essential services to Trust & Estate and Special needs trusts, as well as managing personal finances under Durable Power of Attorney and probate administration. He’s available for any situation where fiduciary expertise is required in order to ensure the highest quality outcomes.

Ramji’s fiduciary practice is focused on delivering the highest quality of service and communication to his clients. By taking a client-centric approach, he serves as an impartial third party for their benefit and that of their beneficiaries. He proudly holds certification from the National Guardian Association (NGA).

Ramji was a dedicated aerospace engineer for years before transitioning to become an accomplished Professional Fiduciary. While working in the industry, he contributed greatly with commercializing Steam-injected Gas Turbine power plants and at Lockheed Martin contributed to cutting-edge technologies such as atmospheric transmission of laser beam effects, optimization techniques for telescope segmented mirror alignment, and missiles.

LET'S GET IN TOUCH

If you have any question regarding our services, we encourage you to schedule an appointment or phone consultation with one of our fiduciary services experts. We are pleased to offer all types of fiduciary services for your specific needs.

OUR ADDRESS

2625 Middlefield Rd. #462
Palo Alto, CA 94306

CALL US

+1 (650) 796-1039

EMAIL US

info@fiduciaryservicesbayarea.com