Life On Your Terms

We create a fully transparent, custom financial plan to help you live for today while securing your tomorrow.

Family at a Beach
FMI-vertical-darkbg.png

A financial planner you can trust.

certificate.png

Certified Professionals

Holistic planning that incorporates every aspect of your financial life.

law.png

Fiduciary

We are legally required to put your best interests first.

checklist.png

Flexible Services

Choose the service that provides you with the most value.

A Better Return.

FMI portfolios have beaten the market by an average of 4.50%* per year — meaning our clients have earned 45% greater returns compared to using an index strategy.

 

You deserve more than ok. You deserve FMI.

GLOBAL INDEX

22.59%

FMI-vertical.png

27.09%

Your Financial GPS.

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.

icon-cash_white.png

Cash-Flow Optimization

Create a budget and make your money work for you.

icon-pie-chart_white.png

Customized Portfolio

Optimize your investment strategy to work for you.

icon-insurance_white.png

Personalize Your Insurance

Evaluate and choose the best insurance coverage

for your needs.

icon-savings_white.png

Maximize Savings

Set goals, build up a financial cushion, and know which accounts give you the best results.

icon-paycheck_white.png

Benefits & Compensation

Get customized company benefit elections and stock strategies.

icon-retirement_white.png

Retirement Readiness

Be ready for retirement

with personalized

cash-flow projections.

icon-loan_white.png

Pay Off Loans

Find the best possible way to pay off your loans.

icon-tax_white.png

Tax Management

Reduce taxes paid overall, not just taxes paid today.

icon-legacy_white.png

Legacy Planning

Ensure your assets are

efficiently passed on to the

next generation.

FMI FINANCIAL TOOLS

Greater visibility for better decision-making.

Manage all of your accounts in one place, get a snapshot of your entire financial life, and take action on our recommendations all from one convenient location.

group-apps.png

Experience the FMI difference.