Life On Your Terms
We create a fully transparent, custom financial plan to help you live for today while securing your tomorrow.
Choose Your Path
Life is unpredictable, but your future doesn't have to be. On your road to financial security, we will keep you in the driver's seat by proactively helping you navigate any obstacle life will throw your way.
Portfolio Management
Financial Planning
A custom, long-term strategy that makes your money work hard so you don't have to.
Life is more than an investment strategy.
Create a plan that keeps you one step ahead.
A Better Return
FMI portfolios have beaten the market by an average of 6.68%* per year — meaning our clients have earned 41% greater returns compared to using an index strategy.
You deserve more than okay. You deserve FMI.
GLOBAL INDEX
20.40%
27.08%
Far More Than Investing
Your financial security is more than having a custom investment strategy. We make sure that every aspect of your financial life is working in the best way possible towards your goals.
Cash-Flow Management
Maximize Savings
Managing Debt
Create a budget and
make your money
work for you.
Set goals, build up a financial cushion, and know which accounts give you the best results.
Find the best possible
way to pay off
your loans.
401(k) Optimization
Optimize your contribution and household investment strategy.
Benefits & Compensation
Get customized company benefit elections and stock strategies.
Tax Management
Reduce taxes paid overall, not just taxes paid today.
Personalize Your Insurance
Retirement Readiness
Evaluate and choose the best insurance coverage
for your needs.
Be ready for retirement
with personalized
cash-flow projections.
Legacy Planning
Ensure your assets are
efficiently passed on to the
next generation.
Experience the difference.
An advisory firm built with
your needs in mind
No Commitment
If you're not happy with your experience, you can leave
at any time.
Fiduciary
We are legally required
to put your
best interests first.
Flexible Services
Choose the service that
provides you with
the most value.
