Our Mission Statement

At Financial Management Group (FMG), our mission is simple: to provide personalized investment and insurance advice that is designed to minimize our clients' financial concerns and potentially maximize their confidence.

We understand that every client has unique needs and goals.  Our role is to help you make smart, well informed decisions about your money and your future—providing you with greater financial independence.

Our clients are business owners, professionals, and retirees and all in between with over 2000 clients nationwide.

We are affiliated with many of the country's leading investment management firms.  They execute the investment strategies dictated by your personal plan which we then monitor.  These alliances allow FMG to provide comprehensive performance reports, detailed tax information, and high levels of advice and service.

Our strategies are designed to enhance your success by establishing a financial plan that optimizes returns and lowers volatility and that follows your values and dreams.

While each of our clients are unique, they all have one thing in common:  they want unbiased investment and planning advice from experienced professionals.  Our clients look to FMG to preserve their capital and provide real growth in their portfolios after taxes and inflation.  They have worked hard for their money and look to us to guide them toward financial security in retirement.