FMB Wealth Management

Andrew Miller is a financial advisor at FMB Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at FMB Wealth Management since 2016, including a concurrent role at FMB Retirement Services since 2019. Prior to that, he was employed at ExakTime, Inc. from 2013 to 2016. FMB Wealth Management is a team-based registered investment adviser serving individuals, trusts, business owners, charitable organizations, and corporations. The firm employs a long-term, diversified asset-allocation strategy focused on tax-efficient, low-turnover portfolios using primarily passive index funds and ETFs, with ongoing portfolio reviews to align investments with client objectives.

Jake Berman is a financial advisor at FMB Wealth Management in Westlake Village, CA, holding a Series 65 designation with eight years of industry experience. He has been with FMB Wealth Management since 2017. FMB Wealth Management is a team-based registered investment adviser serving individuals, trusts, business owners, charitable organizations, and corporations. The firm employs a long-term, diversified asset-allocation strategy using predominantly passively managed index funds and ETFs, focusing on tax efficiency and low turnover.

Jeremy Fields is a financial advisor at FMB Wealth Management with 13 years of industry experience. He holds the CFP® and Series 65 designations. His work history includes roles at FMB Wealth Management since 2009, FMB Retirement Services since 2012, and FMB Insurance Services since 2016. FMB Wealth Management is a team-based registered investment adviser serving individuals, trusts, business owners, charitable organizations, and corporations. The firm employs a long-term, diversified asset allocation approach with an emphasis on tax-efficient, low-turnover strategies using primarily passively managed index funds and ETFs.

David Howerton is an advisor at FMB Wealth Management with 1 year of industry experience. He holds the Series 63 and Series 65 designations and has been with FMB Wealth Management since 2015. He also serves as Chief Compliance Officer and Chief Operations Officer for the related RIA, FMB Retirement Services. FMB Wealth Management is a team-based registered investment adviser that provides wealth management, portfolio management, and retirement-plan advisory services to individuals, trusts, business owners, charitable organizations, and corporations. The firm employs a long-term, diversified asset-allocation approach emphasizing tax-efficient, low-turnover strategies, primarily using passively managed index mutual funds and ETFs.

Daniel Mock is a CFP® certificant and holds a Series 65 license, with 11 years of industry experience. He has been with FMB Wealth Management and FMB Retirement Services since 2014. Outside of his advisory role, Mr. Mock serves as President of the Conejo Valley Estate Planning Council, where he volunteers in administrative and educational capacities. FMB Wealth Management is a team-based registered investment adviser that provides wealth management, portfolio management, and retirement-plan advisory services to individuals, trusts, business owners, charitable organizations, and corporations. The firm utilizes a long-term, diversified asset-allocation approach focused on tax-efficient, low-turnover strategies using primarily passively managed index funds and ETFs.

Debra Fields is a CFP® professional with 12 years of industry experience. She has worked at FMB Wealth Management since 2001 and at FMB Retirement Services since 2012. FMB Wealth Management is a team-based registered investment adviser serving individuals, trusts, business owners, charitable organizations, and corporations. The firm employs a long-term, diversified asset allocation strategy focusing on passively managed index funds and ETFs, emphasizing tax efficiency and low turnover.

Grant Blindbury is a CFP® professional with 20 years of industry experience, currently serving at FMB Wealth Management. He has worked with FMB Retirement Services since 2012 and has been with FMB Wealth Management (formerly Fields Financial Associates) since 2003. Outside of his advisory role, he spends a portion of his time providing retirement plan administration services and operates an insurance agency licensed in California. FMB Wealth Management is a team-based registered investment adviser offering wealth management, portfolio management, and retirement-plan advisory services to individuals, trusts, business owners, charitable organizations, and corporations. The firm employs a long-term, diversified asset allocation strategy that emphasizes tax efficiency and low turnover, utilizing passive index funds and ETFs from providers such as Dimensional Fund Advisors, Vanguard, and PIMCO.