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

CLIENT QUESTION OF THE WEEK: What can we expect from the stock market in 2021?

1/12/2021 If there was ever a year that we were reminded of the difficulty of making stock market predictions, it was 2020. Yet, many investors continue to search for "expert" market outlooks in hopes of positioning their portfolio to outperform....

CLIENT QUESTION OF THE WEEK: How might a Biden/Harris administration impact the stock market?

11/18/20 Former Vice President Joe Biden is projected to secure the 270 electoral votes needed to make 1600 Pennsylvania Avenue his home for the next four years. With a new administration comes new policies, which may cause investors to make changes...