A financial planner you can trust.
Holistic planning that incorporates every aspect of your financial life.
We are legally required to put your best interests first.
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.
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.
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
Pay Off Loans
Find the best possible way to pay off your loans.
Reduce taxes paid overall, not just taxes paid today.
Ensure your assets are
efficiently passed on to the