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.
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.
Services
FDM Wealth Management was created in 2012 with the belief that the client deserves more. We strive to run an efficient practice, highlighted by not taking on an excessive amount of clients with the goal of delivering a personal and customized financial planning experience. With our knowledge and resources, we are able to analyze and solve your short and long term financial challenges.
Bound by the fiduciary oath- A CFP is bound by the fiduciary oath, which states that we must always put your interests above our own. Held to the highest standards- Obliged to uphold the principles of integrity, objectivity, competency, fairness, confidentiality, professionalism and diligence. Recertified every two years- The CFP designation is recertified every 2 years through a combination of industry vetting and continuing education.
As the largest independent broker dealer in the country*, LPL Financial is focused on providing FDM Wealth Management with the services, tools and resources it needs to manage the complexities of comprehensive financial planning today. LPL offers no proprietary products and operates on an 'open architecture' platform.
FDM offers a wide variety of investment choices. Offerings include- professionally managed portfolios, private equity opportunities, mutual funds and stock portfolios. We tailor an investment strategy while considering your risk tolerance and time horizon. We have options specifically geared towards income or growth or a combination of both.
The Private Client experience was created to assist clients and institutions with investment needs of $5 million dollars or more. The Private Client Team gives FDM Wealth Management access to the "Best of the Best" at LPL. With access to 80 experts and 25 departments, we work together to find the best solution for your financial plan.
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