A complete list of active advisors currently associated with FMD Wealth Advisors LLC

Warmer can help you find a great advisor at FMD Wealth Advisors LLC or one who fits your needs even better.

FMD Wealth Advisors is a fee-only independent registered investment adviser that provides wealth management, investment management, and financial planning services to individual and high‑net‑worth clients. Services include discretionary and non‑discretionary portfolio management, standalone financial planning and targeted offerings such as divorce planning, and the firm typically implements portfolios using low‑cost mutual funds and ETFs. The firm’s investment process combines fundamental and technical analysis and is oriented toward long‑term portfolio construction while permitting shorter‑term trades for rebalancing or client needs; it also may utilize individual stocks, bonds, options, alternative investments, and third‑party managers. Client relationships are managed through ongoing personal contact, individualized asset allocation and periodic portfolio reviews, with the advisor performing due diligence and oversight of any independent managers used. Several features distinguish this practice from many peers: it is a very recently formed, solo advisory firm that currently reports a small asset base and serves a single client, yet maintains an institutional relationship with Altruist for custody, trading technology and access to model portfolios. The firm’s principal holds the CFA charter and also performs seasonal tax‑preparation work; the brochure discloses scheduling controls and information‑sharing safeguards to address time‑availability and conflict‑of‑interest risks arising from that part‑time activity.

To learn more about the advisors currently working at FMD Wealth Advisors LLC, 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.