FMB Wealth Management

Grant Blindbury is a Partner and key member of the management team at FMB. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing the firm's vision, continually advancing client experience and creating opportunities and space for professional development. He’s also a member of the executive and investment committees. Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008, and the firm’s name was changed to FMB Wealth Management. Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001. He is also an active member and past president of the Board of Directors for the Conejo Valley Estate Planning Council.

Andrew Miller is a financial advisor at FMB Wealth Management with nine years of industry experience. He holds a Series 65 license and has worked at FMB Wealth Management since 2016, with additional roles at FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is an SEC-registered, team-based RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm takes a long-term, diversified asset-allocation approach focused on integrated wealth management services, utilizing passively managed index funds and ETFs with an emphasis on tax-aware indexing and periodic rebalancing.

Jake Berman is a financial advisor at FMB Wealth Management with eight years of industry experience. He holds a Series 65 credential and has worked primarily at FMB Wealth Management since 2017, with additional roles at FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is a team-based, SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset allocation strategy focused on passively managed index funds and ETFs, integrating investment consulting with advanced planning and retirement plan review.

Brandon Berges is a financial advisor at FMB Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining FMB Wealth Management and Indivisible Partners, LLC, he held roles at Four Seasons Hotels, JDK Comms, and other organizations. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm focuses on integrated wealth management using a long-term, diversified asset-allocation strategy with passively managed index funds and ETFs, emphasizing tax-aware indexing and periodic rebalancing.

Jeremy Fields is a CFP® professional with 13 years of experience in wealth management. He has worked at FMB Wealth Management since 2009 and is also associated with related entities such as FMB Retirement Services and FMB Insurance Services. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy using passively managed index funds and ETFs, focusing on integrated wealth management including investment consulting, advanced planning, and retirement plan review.

David Howerton is a financial advisor at FMB Wealth Management in Westlake Village, CA, holding Series 63 and Series 65 credentials with two years of industry experience. He previously spent 11 years with FMB Wealth Management and FMB Retirement Services and currently serves as Chief Compliance Officer and Chief Operations Officer for the related RIA, FMB Retirement Services. FMB Wealth Management is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy focused on low-cost, tax-aware indexing with regular portfolio monitoring and integrated wealth management services.

Daniel Mock is a CFP® with 12 years of industry experience and serves as an advisor at FMB Wealth Management. He previously worked at Indivisible Partners LLC and has been with FMB Wealth Management and its related entity, FMB Retirement Services, since 2014. Outside of his advisory role, Mr. Mock volunteers as President of the Conejo Valley Estate Planning Council, participating in board meetings and educational events. FMB Wealth Management is a team-based SEC-registered RIA managing approximately $615.7 million in discretionary assets for individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm uses a long-term, diversified asset-allocation strategy with passively managed index funds and ETFs, emphasizing integrated wealth management services rather than standalone financial planning.

Debra Fields is a CFP® professional with 12 years of industry experience, currently serving at FMB Wealth Management. She has been with FMB Wealth Management since 2001 and also works with FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is an SEC-registered, team-based RIA providing wealth management and portfolio management services to individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy focused on low turnover and tax-aware indexing, integrating investment consulting with advanced planning and retirement plan review.