A complete list of active advisors currently associated with Financial Management Network Inc
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Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to a mix of individual and institutional clients, including high‑net‑worth individuals, trusts, corporate pension and profit‑sharing plans, and insurance company clients. The firm also offers related services such as income tax preparation and bookkeeping/Quicken and QuickBooks consulting in addition to model portfolio programs and an FM6 program for certain nonprofit employees. The firm’s investment approach centers on a strategic asset allocation framework informed by historical risk/return analysis and probability-based planning (including a stated 95% probability metric and a five‑year horizon), combined with targeted active management in a “Specialty” sleeve (typically 5–25% of portfolios with shorter holding periods). FMN primarily implements allocations with mutual funds and ETFs, but may use individual securities or alternative vehicles when due diligence supports those choices, and it offers a model portfolio option as well as a sub‑adviser automated platform for smaller accounts. Several operational features distinguish FMN from many peers: it is affiliated with an in‑house broker‑dealer (FMN Capital Corporation) that executes trades and sets certain custodial markups and participates in revenue‑sharing arrangements, a relationship the brochure discloses as a potential conflict of interest. The firm’s personnel also act as registered representatives and insurance agents, it offers Class F‑2 American Funds shares, and it runs a sub‑advisor/automated solution for smaller accounts — combining adviser, broker‑dealer, insurance and tax/bookkeeping activities under one organizational structure.
To learn more about the advisors currently working at Financial Management Network Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Financial Management Network Inc's office locations.
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