FMP Wealth Advisers
www.fmpwa.comAt FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you achieve your financial goals. The Fee-Only Approach: As a fee-only firm, we do not receive any commissions. Solutions: - Financial Planning - FMP uses your financial goals as the foundation for our relationship with you. . - Investment Management - At FMP, our investment team of experts uses their years of experience, knowledge and resources to develop and implement disciplined investment strategies. - Qualified Plans - With many years of experience in qualified plans, FMP will guide employers through the process of implementing and monitoring retirement plans. - Private Investments - FMP uses proprietary vehicles to deliver private opportunities to client portfolios. Office locations: Austin, TX; Lake Charles, LA; and Beaumont, TX
Read moreAt FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you achieve your financial goals. The Fee-Only Approach: As a fee-only firm, we do not receive any commissions. Solutions: - Financial Planning - FMP uses your financial goals as the foundation for our relationship with you. . - Investment Management - At FMP, our investment team of experts uses their years of experience, knowledge and resources to develop and implement disciplined investment strategies. - Qualified Plans - With many years of experience in qualified plans, FMP will guide employers through the process of implementing and monitoring retirement plans. - Private Investments - FMP uses proprietary vehicles to deliver private opportunities to client portfolios. Office locations: Austin, TX; Lake Charles, LA; and Beaumont, TX
Read moreCountry
State
Texas
City (Headquarters)
Austin
Employees
11-50
Founded
1987
Estimated Revenue
$1 to $1,000,000
Social
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Managing Partner - Senior Adviser
Email ****** @****.comPhone (***) ****-****Operations and Compliance Director
Email ****** @****.comPhone (***) ****-****Lead Adviser
Email ****** @****.comPhone (***) ****-****Head of Client Services
Email ****** @****.comPhone (***) ****-****
Technologies
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