Founded in 2008, Forum Financial Management, LP is an independent, fee-only Registered Investment Adviser (RIA) dedicated to providing holistic wealth management. The firm operates on a client-first fiduciary model, emphasizing objective advice and personalized financial strategies for individuals, families, and institutions. Their services encompass financial planning, investment management, retirement planning, and estate planning, all integrated to help clients achieve their long-term financial goals.

Founded in

United States