A complete list of active advisors currently associated with FMP Wealth Advisers

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

FMP Wealth Advisers provides fee-only financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm offers model portfolio management, separately managed accounts, and retirement-plan fiduciary services alongside more traditional planning areas such as tax, estate and cash‑flow planning. The firm manages approximately $1.34 billion in client assets and runs most accounts on a discretionary basis (about $1,313,431,899 discretionary and $26,712,169 non‑discretionary as of 12/31/2025), using model allocations such as Dynamic and Fully Invested Asset Allocation and a proprietary manager selection and monitoring process. Portfolios typically use mutual funds, ETFs (including occasional geared funds) and may include digital assets when appropriate; the firm applies share‑class selection practices and periodic reviews to align accounts with model objectives. Notably, FMP serves as investment manager and sponsor to private pooled investment vehicles—the Private Funds—managing those pooled vehicles on a discretionary basis under private placement documents and acting through related general‑partner arrangements. This role as a private fund adviser and fund sponsor, with associated audited fund reporting and custody considerations, is less common among multi‑team firms and distinguishes its business mix from many peers.

To learn more about the advisors currently working at FMP Wealth Advisers, 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.