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 you and your family achieve their dreams.

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Qualified Plans

With over 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

Teaching Your College-Age Child About Money

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it's time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1: Budgeting...


The Cost of Missing the 10 Best Days in the Stock Market

When the stock market is having one-day drops of 2%, 3% or more, many investors instinctively want to follow the herd and run for the exits.  And that's understandable. Sometimes it seems like a game of survival when it's years or decades of your hard-earned dollars on the line at...


Our Top 5 Most-Asked Social Security Questions 

The Social Security decision. Nearly every taxpayer in America must make it. When should I take Social Security? Could I be penalized or miss out on thousands of dollars over my lifetime if I make a mistake? How do I know if I made the right decision? The "when and...


Is Now the Best Time for a Roth IRA Conversion?

When the stock market is down double digits, you may hear advisors saying it's a great time to do a Roth IRA conversion. To be sure, the conversion strategy can save some people tens of thousands of dollars in taxes during their lifetime. But not always – we'll get to...

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Corporate Headquarters
6034 West Courtyard Drive
Suite 380
Austin, TX 78730
4841 Ihles Road
Lake Charles, LA 70605