We are a fee only firm that provides Financial Planning and Investment Management to our clients on an on-going basis. Our clients come from diverse backgrounds and have one thing in common: They know that working with a financial planner is a partnership in securing their financial future.

The relationship we have with each client is personal and unique. In creating successful client partnerships for the past three decades, we’ve found that many of our clients fit a similar profile.

FAM’s financial planning clients:

  • Are individuals, families and small business owners
  • Desire to have a long-term relationship with a personal wealth manager
  • Committed to achieving their goals
  • Look to our advisors to help them make the right decisions for their financial future
  • Value the team approach to managing their financial affairs
  • Value the flexibility of their level of involvement