Firm Profile












The founders of FMS Financial Partners, Inc. came together in 1974 and formulated the fundamental core values and principles for our firm. Their governing philosophy centered around the notion that, unlike other financial services firms, they wanted to be in business to truly represent and advance the interests of their clients, and do so at the highest levels of competence and professionalism.

Since that time, FMS Financial Partners, Inc. has become an industry leader and pioneer in delivering true and comprehensive financial services to organizations, business owners, affluent individuals and their families. We remain a highly regarded financial services firm and attribute our success by strict adherence to our founding core values.

FMS Financial Partners, Inc. is proud of what we have accomplished in our business on behalf of our individual and corporate clients, but we believe that the best is yet to come. We believe a company which defines itself by what it achieved in the past is a company unable to capitalize on opportunities which lie ahead. This is why we are focused not on what we have done, but who we are and where we are going.

As we partner with our clients to understand their specific needs and goals, we leverage our business model to offer our clients truly holistic planning and broad access to a universe of quality products and services available anywhere in the financial services industry.  In that same spirit, we help our clients protect what is important, assist individuals to help them create, grow and preserve their assets, manage risk and to help companies manage their human and financial capital. We strive to bring our individual and corporate clients balanced solutions to help them grow and prosper over the long term. Our specialized advisory services and deliverables are the precise solutions in demand today.