FMP Wealth Advisers Quote

I founded FMP in 1987 as one of the first fee-only personal wealth management firms. My vision from the start was to treat my clients and employees in Central Texas and Southwest Louisiana as I would want my family to be treated.

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Our Services

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Financial Planning

Financial planning is not a product you buy once, but rather an evolving relationship that meets your changing needs.

Investment Management

Discipline is needed to successfully navigate the investment landscape and allows us to help clients like you and your family achieve their dreams.

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Qualified Plans

With 30 years of experience in qualified plans, FMP can guide employers through the process of implementing and monitoring retirement plans. 

Private Investments

We believe that at some point, diversification should be more than stocks, bonds, and the public markets.

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Interested in learning more?

Reach out to FMP Wealth Advisers and learn how we can tailor our services to meet your specific wealth management needs.
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Industry Insights

Financial Services

Certified Financial Planner™ Certification

A CFP® certificant is an individual who has successfully completed the initial and ongoing certification requirements established by the Certified Financial Planner Board of Standards Inc. (CFP Board). CFP® practitioners voluntarily submit to the certification requirements in order to demonstrate their competence and expertise as a financial planner. Anyone may...

Investments

Investment Return Calculations

Investment returns should be evaluated and compared in reference to a specified length of time. A 7% total return is not meaningful performance data without knowing the length of time it took to earn the 7%. Likewise, comparing a 7% total return over three years versus a 7% total return...

Retirement

Your Retirement Number

As you may have noticed by the advertisements, a currently popular trend in retirement planning is to calculate “your number.” This refers to the amount of savings you need to have at retirement. From a marketing perspective, “your number” attracts consumers who prefer simplicity and an easily defined goal, but...

Taxation

Traditional IRA vs. Roth IRA

Traditional IRAs and Roth IRAs have similarities and differences. Some people may wonder which account type is better, but no answer applies universally. Which account to use depends on the personal financial situation and goals of the individual. People who are considering using an IRA should evaluate the features of...

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recent FMP awards

Industry Recognition

Awarded Financial Times Top 300 Financial Advisers 2016
five star professionals wealth manager multi year winner
Medical Economics top 150 financial advisors for physicians
Corporate Headquarters
6034 West Courtyard Drive
Suite 380
Austin, TX 78730
5825 Phelan Boulevard
Suite 105
Beaumont, TX 77706
4841 Ihles Road
Lake Charles, LA 70605