The Cyber Deal that makes you money.
FREE TRIAL
Experience the FMI difference for 30 days
As a new Private 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.
GUIDANCE AT EVERY TURN
Make the right decisions at the right time.
Financial Planning
Tax Services
Portfolio Management
A game plan to turn complexity into confidence.
Don't pay fewer taxes today - pay fewer taxes, period.
Fully customized investment strategy backed by a plan.
How much cash should I have?
Are we using the right accounts?
Should we pay down debt?
Are we on track for retirement?
Can we pay for our kids' college?
Can we pay for our kids' college?
Should we have a trust?
Income tax return prep & filing
Tax-efficient contribution strategies
Equity compensation planning (RSUs, stock options, etc.)
Roth conversion evaluation
Donation optimization strategies
Tax-efficient retirement income strategies
Includes 401(k), 403(b), and all other held-away accounts
Tax-efficient placement of funds
Disciplined rebalancing process
Tax loss harvest
Access to exclusive investments
Private equity opportunities
Commission free fund trades*
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 a true full-service client experience
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
Let's Talk
Schedule a consultation to learn where we can help.
2
Transfer your funds
Fund your new account(s) by 12/30/2022
3
Achieve more
First 30 days of services are on us.
Schedule a call
Terms and conditions apply. Offer only applies to Private Client relationships. 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.