We aim to provide a personalized service for both individuals and businesses seeking quality advice with a transparent fee structure. We use an holistic approach to create and manage your wealth and ensure a smooth transition to the next generation.
FDM Wealth Management is an independent advisory firm focusing on the high net worth/affluent client space. Being fully independent, FDM devotes more attention to a select group of client and provides them with suitable strategies for their particular needs. We are truly independent, offering no proprietary products.
Using FDM’s Consultative Process, we strive to learn your long term passions and goals. We proactively anticipate future needs and forge long-term relationships based on trust, candor and understanding. Focusing on wealth preservation, we engage in responsible risk management techniques that work toward achieving your financial goals.
Serving financial planning needs since 1998, FDM strives to deliver a personal, client centric experience. With a select, affluent client base FDM is able to provide strong communication, concise strategy and fee transparency. We believe in educating our clients and investing with the goal that seeks to give you the ‘best chance to win’ given the current market environment.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. We want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.