Client Relationship Manager at Financial Management Professionals Inc - Austin, TX, US
At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you achieve your financial goals. The Fee-Only Approach: As a fee-only firm, we do not receive any commissions. Solutions:- Financial Planning - FMP uses your financial goals as the foundation for our relationship with you. . - Investment Management - At FMP, our investment team of experts uses their years of experience, knowledge and resources to develop and implement disciplined investment strategies. - Qualified Plans - With many years of experience in qualified plans, FMP will guide employers through the process of implementing and monitoring retirement plans. - Private Investments - FMP uses proprietary vehicles to deliver private opportunities to client portfolios. Office locations: Austin, TX; Lake Charles, LA; and Beaumont, TX