At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor  -- we are there for our clients through every season. 

Forum Financial Management, LP

Norm (Norbert) Mindel, JD, CPA, PFS, CFP®

Robert Methven

Nirav Batavia

Cfp® Karma Forrestal

Jonathan Marichal Rogers

Cfp® John J. Adam Ea

David McClellan

Daniel Drallmeier Cfp®

Christopher L.

Barbara Ray

Scott Krajacic, CFA

Nicolette Hopson

Mac Davis

Laura Norek

Laura Latragna

Karonda D. G.

Jonathan Faelnar

Brian Savage, CPA, PFS, CFP®

Allison Tronnes, IACCP®

The Client Services Team at Forum Financial Management, LP is dedicated to delivering exceptional support and personalized service to clients throughout their investment journeys. This team assists with the management of client inquiries, provides technology support, coordinates advisory services, and ensures a seamless client experience, allowing advisors to focus on tailored financial strategies. Their commitment to understanding client needs fosters long-lasting relationships and enhances the overall value of financial advising at Forum.

Client Services Team

Partnership Team

Leadership Team

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Partnership Team

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