Make the most of your money.
FREE TRIAL
Experience the FMI difference for 30 days
As a new client, we will waive our asset-based advisory fees on your investment accounts for the first 30 days of our relationship.*
If you are not completely satisfied with your FMI experience, then we will help you move your accounts to another provider.
A Better Return
FMI portfolios beat the market by an average of 6.68%* per year — meaning our clients 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
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.
Debt Managment
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.
Personalized. Empowering. Responsive.
FMI was started on the belief that everyone deserves to work with a financial advisor who:
Is always a fiduciary and never sells products
Provides flexible services that can evolve with your needs
Makes investment opportunities available to all clients
Embraces technology to keep you in control
Invests with your bottom line in mind
It's easy to save.
1
Open your account
Schedule a consultation to start your trial
2
Transfer your funds
Fund your new account(s) by 2/28/2022
3
Achieve more
First 30 days of services are on us.
Schedule a call
Terms and conditions apply. FMI will waive its asset‑based advisory fees on your investment accounts for the first 30 days. During the first 30 days of service, if you are not completely satisfied with FMI’s services, our advisory relationship will be terminated immediately and no advisory fees will be due.
The guarantee only applies to fees charged by FMI. No other fees, expenses, or market losses will be waived or reimbursed under this guarantee, including, but not limited to, the fees charged by issuers of particular securities.
FMI reserves the right to discontinue or modify this guarantee in the future at any time in its sole discretion.