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

Disaster Preparedness for Businesses

As a successful business owner, you don't want to think about your operations being interrupted by a natural disaster or other unexpected event. Yet the possibility is a real one.  Natural catastrophes represent just a portion of the crises that your business could face. Although you may not be located...

Investments

Investing With Your Spouse

Investing with your spouse can be a difficult transition as you get married.  Some people decide to keep their investments separate and others decide to combine finances when they get married.  There is no right or wrong answer, but there are some things to understand about your investments and income when you...

Retirement

Four Things Women Need to Know about Social Security

Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important benefits too, including disability and survivor benefits that can help you and your family members. 1....

Taxation

Paycheck Protection Program Summary and Related Links

As everyone continues to get information on the CARES Act, we want to provide you with some of latest updates we have seen.  Yesterday, April 8, 2020, the Treasury Department issued an updated Paycheck Protection Program F.A.Q.  The Paycheck Protection Program formally launched on Friday, April 3rd.  The program is in...

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Industry Recognition

Medical Economics top 150 financial advisors for physicians
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6034 West Courtyard Drive
Suite 380
Austin, TX 78730
4841 Ihles Road
Lake Charles, LA 70605