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Financial Management, Inc.

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Financial Management, Inc.

Mission statement:

To guide our clients in making smart financial decisions through education, customized strategies, integrated technology and personal service.

Overview:

FMI is an independent, fee-based, financial planning and registered wealth management advisory firm with four offices in Central and Eastern Washington. Since 1991, we have specialized in designing and implementing a Comprehensive Retirement Strategy as Retirement Planning Specialists.

History:

Financial Management, Inc. is an independent, fee-based, registered investment advisory and wealth management firm based in Central Washington. Since 1991, we have grown to four offices with multiple advisors and staff specializing in helping our clients reach their goals and pursue financial independence. Our financial planning, wealth management, and advisory services are founded in our overriding principles of independence, integrity, and commitment, allowing us to be client-centered and provide professional planning with results. Financial Management, Inc. was founded by Clark L. Permann, President. Our team of financial planners and wealth advisors offer you a unique match of experience, credentials, education and service

Toll Free: +1 877 484 5654

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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