Financial Management Concepts, Inc. is an independent, full-service financial planning firm established in 1980. The company focuses on building long-term client relationships by providing personalized service and objective financial advice. They assist individuals, families, and small business owners with a comprehensive range of services including investment management, retirement planning, insurance, and estate planning. The firm operates as an independent practice, with securities and advisory services offered through Cambridge Investment Research, Inc., a registered broker-dealer and investment adviser.

Founded in

United States