Life On Your Terms
We create a fully transparent, custom financial plan to help you live for today while securing your tomorrow.
OUR SERVICES
WEALTH MANAGEMENT
Reach your full financial potential with this high- touch service.
PORTFOLIO MANAGEMENT
An investment portfolio tailored to meet your goals.
FINANCIAL PLANNING
Personalized advice for every financial decision.
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!
GLOBAL INDEX
16.25%
25.76%
2020
Reach your goals. We can help.
Cash-Flow Optimization
Create a budget and make your money work for you.
Customized Portfolio
Optimize your investment strategy to work for you.
Personalize Your Insurance
Evaluate and choose the best insurance coverage for your needs.
Maximize Savings
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.
Retirement Readiness
Be ready for retirement with personalized cash-flow projections.
Pay Off Loans
Find the best possible way to pay off your loans.
Tax Management
Manage your taxes to your benefit both today and in retirement.
Legacy Planning
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
