Fmp Wealth Advisers
At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you achieve your financial goals. The Fee-Only Approach: As a fee-only firm, we do not receive any commissions. Solutions- Financial Planning - FMP uses your financial goals as the foundation for our relationship with you- Investment Management - At FMP, our investment team of experts uses their years of experience, knowledge and resources to develop and implement disciplined investment strategies- Qualified Plans - With many years of experience in qualified plans, FMP will guide employers through the process of implementing and monitoring retirement plans- Private Investments - FMP uses proprietary vehicles to deliver private opportunities to client portfolios. Office locations: Austin, TX; Lake Charles, LA; and Beaumont, TX
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Verified contacts
22
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
2
tools in use
Monthly traffic
776
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- AT
Adam Todd
Managing Partner - Senior Adviser · General Business & Management
EmailPhone - KH
Kevin Hixson
Head of Client Services · Customer/Client Service
EmailPhone - LK
Lawrence Kellogg
Operations and Compliance Director · Operations
EmailPhone - JW
Joshua Williams
Client Relationship Manager · Customer/Client Service
EmailPhone - TN
Tim Nabers
Lead Adviser · Finance & Accounting
EmailPhone - AS
Andrew Seidel
Investment Data Analyst · Other
EmailPhone - CC
Casey Clay Hall
Financial Planner · Finance & Accounting
EmailPhone - SB
Sharon Benson
Accountant · Finance & Accounting
EmailPhone - YL
Yolanda Longoria
Client Service Specialist · Customer/Client Service
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Fmp Wealth Advisers
15 distinct titles indexed · top 10 shown.
- 4client relationship manager
- 3financial planner
- 2client service specialist
- 2lead adviser
- 1()
- 1accountant
- 1administrative assistant
- 1associate financial adviser
- 1chief investment officer
- 1head of client services
- +5more titles
Sign up to unlock all 22 contacts at Fmp Wealth Advisers
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