Who We Are

Our goal is a successful retirement plan for plan sponsors and their employees. Proper plan design can offer significant cost and benefit advantages to employers while helping participants be better prepared for their own future needs. FMB brings over 90 years of experience in providing, professional retirement plan advice. Services may include:

  • Strategic Planning and Investment Policy Services
  • Plan Benchmarking
  • Plan Design
  • Third Party Service Provider Liaison
  • Coordination with Other Consultants
  • Participant Education and Communication

Our clients enjoy the peace of mind that our advice is always for their exclusive benefit.

Agreements are in writing. Compensation is fee‐only, and fully disclosed.

The FMB Blog

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

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10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...

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