Because we have no minimum requirements for net worth, income or investment value, we serve clients from all walks of life. Our clients determine the scope of services needed and seek professional, competent advice from someone they can trust. They want an advisor who will listen to their needs and goals and really care about their interests – and that's exactly what we do at Stanhouse-FPM. If this sounds like a good fit for you and you want to create a tailored financial road map, Contact Us to schedule your complimentary, no obligation “Get Acquainted” meeting today.

Your financial objectives may include:

  • Ensure retirement income
  • Reduce the burden of taxes
  • Minimize the effects of inflation
  • Create and preserve personal wealth
  • Maximize wealth transfer
  • Prepare for college expenses
  • Reduce the risk of financially devastating events