Turning complexity into confidence.

FMI Financial is an Oak Brook, Illinois-based, full-service financial advisory and investment firm whose mission is to reshape the popular notion of the financial advisor and how people view their finances. While our approach is tailored for high net worth clients (liquid assets greater than $1 million), FMI works with clients at all points in their wealth creation journey.

We are supremely client-focused in our approach and pride ourselves on transparency, independence, and a deep level of engagement. There are no commissions, no conflicts of interest, and no competing agendas. FMI has no affiliates with other financial firms (broker-dealers, fund managers, or insurance providers) and operates without any external incentives. FMI leverages all available technologies to keep clients in the know. Advisors are accessible, responsive, and accountable to clients 24/7/365.

We serve people who face an assortment of financial challenges, but especially the financial stress endured by people undergoing a major life transition (marriage, starting a family, divorce, new business, enduring loss).

Services of the firm include:

● INVESTMENT MANAGEMENT
Informed decisions regarding market risk and maximizing portfolio value 

● FINANCIAL PLANNING
Going beyond the typical, mundane advisory relationship 

● WEALTH MANAGEMENT
A comprehensive, customized, and collaborative approach 

● COLLEGE PLANNING
Goalsetting, managing expectations, and identifying optimal funding sources

● RETIREMENT PLANNING
Addressing key financial concerns in streamlining the transition

● LEGACY PLANNING
Providing a strategic framework with philanthropy, wealth transfer, and business succession

● ASSET PROTECTION
In the event of death or disability

● ON-DEMAND CONSULTATION (HOURLY)
An independent, unbiased review of current situation and focused discussion on what matters most

CONTACT: info@fmifinancial.com

FMI Financial

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