Founded in 1984, Financial & Investment Management Group, LTD. (FIM Group) is an independent, fee-only investment management firm. Its mission is to deliver exceptional long-term investment results and a high-quality client experience. The firm takes a holistic and comprehensive approach to managing wealth, offering services that include discretionary portfolio management, financial planning, and retirement planning. FIM Group is registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC) and is committed to a fiduciary standard of care for its clients.

Founded in

United States