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

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...