Your best interests come first.
As a Fiduciary, FMI is legally required
to always put your best interests first — meaning we don’t sell financial products to make our money. We provide advice based on what is best for your financial future.
A Better Return.
FMI portfolios beat the market by 9.51% in 2020* — meaning our clients earned 58% greater returns compared to using an index strategy.
That’s what we call the FMI Wealth Effect!
Reach your goals. We can help.
Create a budget and make your money work for you.
Optimize your investment strategy to work for you.
Personalize Your Insurance
Evaluate and choose the best insurance coverage for your needs.
Set goals, build up a financial cushion, and know which accounts give you the best results.
Benefits & Compensation
Get customized company benefit elections and stock strategies.
Be ready for retirement with personalized cash-flow projections.
Pay Off Loans
Find the best possible way to pay off your loans.
Manage your taxes to your benefit both today and in retirement.
Ensure your assets are efficiently passed onto the next generation.
A better kind of financial planner
Personalized advice that puts you in greater control of your financial future
Advice without the financial products sales pitch
Access to your accounts and recommendations through our Financial Tools
Transparent with our fees — no commissions, surprises, or hidden charges