Firm Overview

​Milton Hixson founded FMP in 1987 as one of the first fee-only personal wealth management firms. Milton’s vision from the start was to treat his clients and employees in Central Texas and Southwest Louisiana as he would want his family to be treated.

FMP is owned, managed and controlled by our employees. This type of business model has allowed us to create a close-knit team of advisers, specialists and service professionals dedicated to placing the needs of our clients first.

Experience

Our team of experienced and talented individuals are committed to serving you in a different way. We are comprised of seven Certified Financial Planner™ professionals and two Certified Public Accountants working together to provide you personal wealth management services.

Excellence

Our advisers are members of various industry organizations including the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Chartered Financial Analyst (CFA) Institute. Membership in these premiere organizations is an extension of our commitment to integrity and responsibility.

Client Relations

Our advisers take the time to get to know our clients’ needs and whole financial picture. We strive for long-lasting relationships with our clients and are committed to being an employee owned, managed, and controlled organization.

Independence

As a fee-only firm, we do not receive any commissions for trading securities or selling products. Simply put, we work for you, our client, not a brokerage firm or insurance company. We believe this structure provides for the best client-adviser relationship.

Fiduciary Standard

As a Registered Investment Adviser, FMP has a fiduciary responsibility and legal obligation to act in our clients’ best interests. As a Registered Investment Adviser, we rise above the “suitability standard,” in order to provide the best service to our clients.

Meet Our Team

FMP Wealth Advisers is a group of experienced and talented individuals who are committed to serving you in a different way. 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.

7 certified planners and 2 certified public accountants

Department Heads

Milton Hixson Bio Photo
Founder & President
Director of Investments & Research
Kevin Hixson Bio Photo
Director of Client Service Team
Casey Hall Bio Photo
Director of Financial Planning

Advisory Team

John Hixson FMP Wealth Advisers Bio Photo
Senior Adviser
Adam Todd FMP Wealth Advisers Bio Photo
Senior Adviser
david theobald fmp bio photo

David Theobald, CPA

Adviser
Mitchell Heffington FMP Wealth Advisers Bio Photo

Mitchell Heffington

Associate Adviser
Sandra Henry FMP Bio Photo

Sandra Henry

Client Relationship Manager
Heidi Proby FMP Bio Photo

Heidy Proby

Client Relationship Manager
Lori Bushnell FMP Bio Photo

Lori Bushnell

Client Relationship Manager
headshot placeholder

Yolanda Longoria

Client Service Specialist
Sharon Benson FMP Bio Photo

Sharon Benson

Accountant

Recognition

Our advisors have been recognized among the top in the country by publications such as Bloomberg Wealth Manager, Medical Economics Magazine, and Five Star Professionals.​

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