Get the Financial Peace of Mind You Deserve, and Live the Life You Love.


Financial planning and advice to support your life, your loved ones and your future.



7 Essential Behaviors for Maintaining Your Financial Lifestyle

Get Confident in
Your Solid Plan

Enjoy the Retirement You Deserve

Leave a Powerful Legacy

When it gets down to it, we all just want to have enough money to live the life we want. To enjoy the fruits of our hard work. To confidently face life’s challenges. To leave a legacy to the people and causes that mean the most to us.

That’s why, at FMF&E Wealth Management, we have a different perspective.

It all starts with a plan. And it all revolves around you.

You-Focused Retirement Planning

Here's how it works.

Schedule a Chat

Let’s schedule a low-key conversation. This is the first step in your journey to confident financial independence, and we would love to get to know you.

Tell Us Your Story

A time to talk about what matters most to you. Your hopes, dreams, goals and fears about the future. What do you want your money to do for you and those you love?

Create Your Retirement Plan

Receive a personalized plan that will help you to live with the confidence, independence, and dignity you deserve.

Advisors to Many People Just Like You

Over $470 million in Assets Under Advisement (As of December 31, 2022)

The FMF&E Wealth Management Difference

If you’re like most people, it can be very easy to get lost when planning for retirement. It feels complex, confusing, and at times, completely overwhelming.

And most advisors don’t make it any easier. They seem to care more about looking smart than actually being helpful...

FMF&E Wealth Management is different.

We work hard to put the “personal” back in “personal finance.” So by working with us, you will not only have confidence in your plan, you’ll have confidence that your team is here for you and your family, every step of the way.

Get the Confidence You Deserve. Get a Plan You Understand. Get a Team You Can Trust.


Learn how we make personal finance ... personal.