5825 Phelan Boulevard
Beaumont, TX 77706
With long-standing roots in the community, Financial Management Professionals has been working with clients in Southeast Texas since 1987 when Milton Hixson founded the firm. Milton’s vision was building a fee-only planning and investment management team serving clients and their families with professionalism and personal attention. These core principles can be identified in each part of our name—Financial, Management, and Professional.
FMP is a Registered Investment Advisor working with executives, professionals, business owners, retirees, and 401(k) sponsors. John Hixson, Dan Frick and David Theobald are the investment advisors in the Beaumont office. Together, with a strong background in planning, financial analysis, and insurance, this team brings a breadth of financial experience and wisdom to each client relationship.
FMP uses an “ensemble approach” to serve our clients which means, in addition to the advisory relationship, the client is supported by specialists in the areas of investments, planning, and client service. This structure promotes our core principles in each client relationship and also provides a deep bench of talent working together on our client’s behalf.
FMP has on staff seven CERTIFIED FINANCIAL PLANNERTM professionals and two CPAs. Our team has been recognized by Texas Monthly, Medical Economics, NABCAP, and Bloomberg for its work. Our people are members of the National Association of Personal Financial Advisors, the Chartered Financial Analyst (CFA) Institute, and the Financial Planning Association (FPA).
We are here to answer any questions you may have about the Wealth Management process. Reach out to us and we will make sure to get back to you as soon as we can.