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

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...