Broker Check

Our Company

At Financial Management Strategies (FMS), our goal is to become your trusted investment advisor for all your financial decisions. If your plan needs investment advisory consulting services, or if you are a small business or individual searching for a financial advisor, FMS has the experience and knowledge to help you reach your investment goals.

Our professional financial consultants are experts with asset allocation, investment policy review, and manager selection. We are experienced with the development of individual retirement plans and estate planning. We work with our clients on real estate development and have an outstanding track record in the private markets arena.

FMS offers investment management services to a broad array of clients and we can assist you with the following investment services:

  • Institutional Consulting Services
    • Investment Policy Statements
    • Asset Allocation Studies
    • Investment Manager Searches and Selection
    • Portfolio Monitoring
    • Diverse and Emerging Manager Portfolio Management
    • Alternative Investment Strategies
  • Individual Wealth Management Services
    • Building Individual Wealth
    • Financial planning
    • Investment advisement and planning
    • Retirement planning
    • Insurance and personal risk management
  • Business Consulting Services
    • Business cash flow analysis
    • Business 401K, qualified and non-qualified retirement planning
    • Business financing analysis
    • Business income tax reduction strategies
    • Business Key person and deferred compensation planning
    • Business plan review and development
    • Strategic planning
    • Short-term contingency planning
    • Retirement and Employee Plans
    • Real estate development

Our goal is simple, our vision of your needs clear – to develop a comprehensive understanding of your financial silhouette, in its entirety: from your haves and have-nots to your needs and wants. If your goal is to create and preserve wealth, we are the team that will help you reach your goals. Whether you are an institutional investor, an individual, or a small business owner, you can depend on the FMS team to help you move from where you are financially – to where you want to be.

As our client, you will always receive objective financial advice, prudent investment management strategies, and a personalized financial plan: designed to assist you in obtaining, growing, and preserving your wealth, and/or in developing your business, enabling you to enjoy both personal and professional success – in the short-term and the long-term.

As a wealth management or small business client, our first meeting will be a complimentary Financial Overview that will require less than an hour of your time, where we will get to know you and you will get to know us. Click here to schedule your personal Financial Overview consultation today!

Isn't it time to begin planning for your future?