Financial Management
Finance · Washington, United States · 51-200 Employees
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Overview
Headquarters
115 N 50th Ave Ste B, Yakima, Washington...Phone Number
(509) 965-5654Website
www.fmiwealth.comRevenue
$7.9 MillionIndustry
About Financial Management
Financial Management, Inc is a financial advisory firm located in Yakima, WA, specializing in wealth management, financial planning, retirement planning, and investment management services. The firm aims to assist clients from various backgrounds in defining their vision of true wealth and achieving their financial goals. Their comprehensive offerings also include estate planning, tax planning, and business succession planning. Financial Management, Inc positions itself as a coach and advocate for clients, ensuring they stay accountable and informed throughout life's financial challenges.Explore more
Financial Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
51-200
Private
-
1998
CL
Charles LiebermanPartner and Portfolio Manager and Chief Investment Officer
Financial Management Tech Stack
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Financial Management, Inc is a financial advisory firm located in Yakima, WA, specializing in wealth management, financial planning, retirement planning, and investment management services. The firm aims to assist clients from various backgrounds in defining their vision of true wealth and achieving their financial goals. Their comprehensive offeri... Read More
