A complete list of active advisors currently associated with Forum Private Client Group

Warmer can help you find a great advisor at Forum Private Client Group or one who fits your needs even better.

FORUM Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high‑net‑worth clients, and trusts. Services include comprehensive financial plans and discretionary or non‑discretionary management of individual accounts, retirement rollovers, employer‑sponsored plans, variable life/annuity products, and 529 plans. The firm integrates customized planning with portfolio construction across mutual funds, ETFs, individual securities and, where appropriate, third‑party sub‑advisers and model managers; FORUM uses quantitative and technical analysis and reviews fund and sub‑adviser performance on a regular basis. When sub‑adviser platforms are used, clients may incur additional model manager or platform fees in addition to FORUM’s asset‑based advisory fee. FORUM is majority‑owned by FORUM Credit Union and discloses that it may recommend its credit union and that certain supervised persons are licensed insurance agents—some of whom may receive commission‑based compensation for insurance products—creating a disclosed conflict of interest. The firm also participates in educational events and seminars and may receive travel or marketing expense reimbursements from product sponsors and institutional custodians (notably Fidelity), a set of arrangements and compensation sources the brochure identifies as factors that can influence product and custody recommendations.

To learn more about the advisors currently working at Forum Private Client Group, 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.