We strive to provide unbiased & independent wealth management services to a discerning clientele.

Financial Planning


THE ROAD MAP

Every relationship with our clients starts with financial planning. We determine both your financial needs and long term goals, leveraging technology to provide you with a robust road map for your financial life. We assist you in determining a viable path to meet your goals along with monitoring your progress. This can include things like saving for your children’s college fund or figuring how much to put in your 401k for retirement. We are also here to help implement your plan along the way, meaning this is a long-term partnership. We’re there for you every step of the way. Utilizing the MyWealth platform outlined below, we hope to provide you with tools so that you never feel left in the dark again about your personal financial life.

Learn More About MyWealth

Personal & Unique

We personally sit down with you, investing a lot of time and resources into developing your unique financial plan. No client's financial plan is alike any other.

Constantly Evolving

No financial plan is static. We're constantly monitoring your progress, updating your unique situation and prompting you to action when needed.

Investment Management


THE VEHICLE

F.I.G. invests client portfolio assets on a discretionary basis, meaning we choose the investments that we believe best suit your needs.  Since all our investment services are offered on a transparent fee-basis rather than trading commissions, any concerns for conflict of interest can easily be curtailed.  This means, you pay us the same, no matter what we invest in. When it comes to investment management, portfolios are actively traded, unlike some firms that simply sell a product and do not continue to monitor or make adjustments to portfolios. This should give you the peace of mind that someone is always watching your investments.

Have an old 401k?

Diversified & Risk Adjusted

Each clients' needs are unique, and we accommodate that with our investment strategies. No matter whether you're just starting your career or deep into retirement, we have you covered.

Value-Based

We invest on a value-oriented perspective. This means, we're buying investments for you that we believe are cheap and will outperform over the decades to come.

F.I.G.'s MyWealth Platform


THE NAVIGATION SYSTEM

Now you can dynamically track your entire financial life, all with one central log-in. Easily monitor your bank accounts, credit cards, mortgages, real estate properties, investment accounts, 401(k)’s, insurance policies, and much more.  Quickly set budgets that instantly import all your transactions from any of your accounts, easily labeling them to keep an accurate track on your finances. Run balance sheets and net worth statements or view projected cashflows all at the click of a button. Your personalized, updated financial plan can now be available at your fingertips. Best of all, it automatically updates nightly to make sure you are constantly informed.

Learn More

Always Up-To-Date

Since MyWealth is able to connect directly to all your financial accounts, it can keep you up-to-date at all times with the most recent data. No more trying to track exhaustive spreadsheets! Print off an updated personal balance sheet instantly.

Visually Informing

With the platform's interactive features, we can quickly show how different financial decisions will impact your plan. You won't just have to take our word for it. We can visually show you in a clear way exactly why we are making a recommendation based on data and facts.

Find out more on how we get paid and why we pride ourselves on being fiduciaries to our clients.

Curious if we can help you?


Contact us today for a free initial consultation. There is no commitment, and it never hurts to get a second opinion. But, we understand you may not be ready for a conversation yet. If that is the case, head over to our "Clientele" page and find a demographic that most resembles your situation. You will be able to see specific examples on how we might be able to help.

Contact UsClientele