Team profile

Our approach

Our approach begins with you, the client. We are here to serve you!

FMB Advisors takes time to understand each client’s unique situation. We believe that wealth management requires more than understanding a client’s financial situation – we have to understand the person, their values, goals, and desires, because these hold the key to creating an effective long-term plan.

We consider our relationship with our clients to be collaborative. As in all relationships, success or failure depends on the ability of the individuals to work effectively together. To this end, each client works directly with a lead advisor and our team of skilled, experienced advisors to develop a plan to pursue your family’s goals. Your advisor works with you and at your request, your specified outside professionals, to help you implement and maintain the plan.

Our comprehensive approach can be likened to a three-legged table. Each leg is important on its own and all are necessary to stand.

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Investments
  • Retirement Plan Distribution
  • Charitable Giving
  • Tax Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Income Strategies

Community participation

FMB Team volunteering at the "Tapestry" Atlanta Community Garden with Food Well Alliance
FMB Team volunteering at the "Tapestry" Atlanta Community Garden with Food Well Alliance

The FMB Advisors Team participated in the Ameriprise Day of Service - June 2021

In collaboration with the Atlanta Community Food Bank, the Food Well Alliance volunteer program works to support gardens and nonprofit urban farms across the greater Atlanta area. Support is provided in the form of technical advice and garden planning assistance, seed donations and volunteer workdays.