A complete list of active advisors currently associated with FMB Wealth Management

Warmer can help you find a great advisor at FMB Wealth Management or one who fits your needs even better.

FMB Wealth Management is an SEC‑registered, team‑based RIA that provides wealth management and portfolio management for individuals, high‑net‑worth clients, trusts, business owners, charitable organizations and corporate clients; the firm reports about $615.7 million in discretionary assets under management across a seven‑advisor team and roughly 324 client relationships. Its service offering centers on integrated wealth management—investment consulting, advanced planning (tax and cash‑flow analysis, wealth transfer and protection, charitable giving) and participant‑directed retirement plan review—rather than a separate, standalone financial‑planning engagement. The firm implements a long‑term, diversified asset‑allocation approach using passively managed index mutual funds and ETFs (including many Dimensional Fund Advisors funds) held at institutional custodians (Charles Schwab or Fidelity), emphasizing low turnover, tax‑aware indexing, and periodic rebalancing. Advisors conduct an initial discovery to set objectives and risk tolerance, operate with discretionary trading authority for ongoing portfolio adjustments, and perform at least quarterly monitoring with an annual comprehensive review. FMBWM is notable for its affiliated operating structure: it has related advisory and insurance entities and several advisors are registered with the affiliated RIA and licensed to sell insurance, a relationship the firm discloses and manages (for example, by waiving advisory fees when an advisor receives insurance commissions). The firm also highlights institutional access to DFA product lines through mainstream custodians and maintains a formal compliance focus, including a certified compliance professional on its leadership team, and a published minimum account policy for managed relationships.

To learn more about the advisors currently working at FMB Wealth Management, 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.