Who We Serve

People before Portfolios

Are you looking for someone to simply manage your investment portfolio? Or do you long for the financial clarity to make sound decisions that will propel you toward financial independence? If you are looking strictly for investment advice, we are probably not your solution. On the other hand, if you are looking for answers to your financial problems and great advice in a relaxed, caring atmosphere, we might be the firm for you. We specialize in medical professionals, entrepreneurs, and single women, but we serve a diverse group of clients.

Our philosophy is pretty simple: “People before portfolios”. That means that we never invest your money until we understand each other and have a financial plan in place, whether comprehensive or concise. Does that sound good? Click here to schedule a free consultation to learn more. You might just be surprised at how different we are.

Medical Professionals

Are you looking for an advisor who can help you with the unique financial issues medical professionals face? At FWM, we help doctors throughout the country coordinate tax and estate planning with investment advice and cash flow decisions every day. Best of all, we’re Fee-Only. From residency to retirement, you need a plan to make the most of your financial potential and an experienced advisor who will be on call for you. For Doctors Only.

Business Owners

Running a successful business means you’re on call 24/7. You need a financial advisor who is responsive and understands what it takes to be an entrepreneur; someone who will shoot straight with you and be willing to tell you what you need to hear, not what you want to hear. This is where we can help. Click here to learn more.

Single Women

You don’t have to make important financial decisions alone. Whether you are single by choice or have lost a mate, you can be assured of privacy, compassion, and a safe space to talk about your finances. And we won’t sprinkle a lot of technical jargon into our discussions. We’re not here to impress you with what we know but to be the resource you turn to when you need to know. Having clarity about your money not only helps you make better decisions, but takes away the stress of second-guessing whether you’ll be okay financially.