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Wealth Management that makes a difference.

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.

Confidence | Experience | Tradition

Who we are

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.

What we do

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.

Why Choose us

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.

Financial Planning

As a CFP®, FDM ensures that all elements of your financial plan are covered. These include retirement income planning, portfolio…

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FDM offers a wide variety of investment choices. Offerings include professionally managed portfolios, private equity opportunities…

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FDM offers a wide variety of insurance and annuity options. For purposes of asset protection and lifetime income, FDM can…

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LPL Financial

LPL is a leader in the retail financial advice market and served $479 billion in advisory and brokerage assets as of March 31, 2016…

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FDM offers investment products and services through the #1 Independent broker dealer* for 20 consecutive years.
A nationwide firm focused on you, the investor, offering no proprietary products.