Our Alliances
When appropriate to serve client needs, FMF&E Wealth Management, LLC collaborates with firms that offer distinct tools to complement our core financial services. Our focus is on quality rather than quantity, therefore our list of alliances is not extensive. Rather, it represents firms that have demonstrated a shared commitment toward high quality service, ethical standards, resources, and value.
Firley, Moran, Freer & Eassa, P.C.
Firley, Moran, Freer & Eassa, P.C., an affiliate of FMF&E Wealth Management, LLC, began in 1980 and has become a leading certified public accounting firm in Central New York. Its clientele includes businesses throughout Central New York and beyond, including many contractors and real estate developers, service businesses, energy companies, wholesalers, retailers, manufacturers and financial institutions.
Dimensional Fund Advisors, Inc. (DFA)
Dimensional Fund Advisors, Inc. implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.
BAM Advisor Services, LLC (BAM)
BAM Advisor Services, LLC helps independent registered investment advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations.
Account Custodians
FMF&E Wealth Management, LLC provides investment advice to clients, receives Limited Power of Attorney (LPOA) to submit trade requests on their behalf, and provides regular reports that summarize portfolio performance. However, the client remains in control of all assets by having them held in accounts in their name at one or more of our alliance custodians. Many of our client accounts are held at Charles Schwab & Co. or Fidelity Brokerage Services, Inc.
Retirement Plan Providers
To assist us in delivering high-service, low-cost retirement plan management guided by our prudent investment philosophy, FMF&E Wealth Management, LLC has allied itself with a collection of retirement plan providers that provide quality administration based on the latest technological innovations in their industry. Our current alliances include NextStep, Inc., First Mercantile Trust and Alliance Benefit Group.
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