Wealth Management Options

Wealth Management Planning

Working with an F&M Financial Services Advisor, you’ll receive the care of a local team while still having access to a large-scale diversified third-party managers and individualized service options. With our advisors, you’ll receive:

Comprehensive Financial Planning
- Create and monitor a personalized financial plan based on the client’s needs/goals assessment, risk profile & asset allocation model.
Asset Consolidation & Comprehensive Reporting
- Performance, Balances, Activity, Trends, Income.
Systematic Contributions or Distributions
- Monthly, quarterly, semi-annual, annual contributions or distributions from accounts directly to bank checking/savings
Full Access Client Service
- Updates on beneficiaries, account registration, transfers, and online access to monitor your account and planning tools.
Contact Commitment
- Two in person reviews, two phone reviews, monthly market updates and personalized advisor updates on current events effecting markets.