FMB Retirement Services

FMB Retirement Services, an affiliate of FMB Wealth Management, is a boutique Retirement Services firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a comprehensive consulting process. We are a fee only company, specializing in long-term investment strategy and dynamic portfolio design. We only take new clients when we believe that we can add competitive value to those clients' financial situations. Primarily using passive, low-cost strategies for investments and a consultative and collaborative approach to investing, FMB Retirement Services strives to make a positive impact for our select clients. The consultative process identifies the specific challenges that clients face in reaching their goals and enables us to build a support plan designed to help overcome those issues. FMB Retirement Services’ clients are offered customized choices and solutions that can allow them to reach their goals and reinforce their values. These solutions are developed and delivered in close consultation with the clients as well as with other trusted advisors in a highly collaborative environment. In every aspect of our work, we make a commitment to provide competitive client service and strive to meet every client's highly individualized retirement needs.