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The Cyber Deal that makes you money.


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.

Anchor 1

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

Happy Couple

It's easy to save.


Let's Talk

Schedule a consultation to learn where we can help.


Transfer your funds

Fund your new account(s) by 12/30/2022


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.

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