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Wealth Management Solutions

We are independent financial advisors providing integrated wealth management services to high net worth individuals.

With a small boutique feel but the resources of a large financial institution, FMS Financial Partners understands that significant wealth is often accompanied by a high degree of complexity. Our deep understanding of these complexities allows us to simplify and coordinate their wealth in a way that preserves the success they have worked hard for.

Clients of FMS Financial Partners benefit from a cutting‑edge team that has a clear and comprehensive vision of wealth management. By providing access to a wide choice of services, products, and innovative investment strategies, our diverse expertise is supported by some of the industry’s most sophisticated investment analysis, tools, and technology. Through scale, open architecture, national presence, and substantial years of industry experience, we create wealth management solutions that support your ideal financial future.

FMS Financial Partners professionals strictly adhere to a fiduciary standard of care, putting our clients’ best interests before anything else.

Our Specialties

  • Wealth management
  • Financial planning
  • Portfolio reporting
  • Investment consulting
  • Research
  • Retirement planning

Who We Serve

  • Families and individuals
  • Corporate executives
  • Business owners
  • Financial institutions
  • Endowments, foundations and nonprofits
  • Corporate retirement plans

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