About Us

FMG is a comprehensive financial planning firm specializing in assisting our clients and their businesses determine, measure, and achieve their wealth accumulation objectives. We are a relationship based firm recognized by our corporate and individual clients for quality advice, effective implementation, and superior service. FMG traces its roots back to 1927 and serves thousands of clients in South and North Carolina, Georgia, and many other states in the U.S. Our advisors average over 18 years of experience in providing financial services.

OUR MISSION is to assist you in developing financial plans, appropriate to your circumstances, that result in the accumulation, sound management, protection, utilization and distribution of assets and to accomplish this in a manner that brings logic and order to the process.

We will assist your business in the development and implementation of plans and systems that motivate and reward an effective workforce, that assures the retention of key individuals, and that fairly compensates you for the risks of entrepreneurship, both while actively participating in management and as your business transitions to the next generation of owners/managers, and to accomplish these things in an effective and tax-efficient manner.

OUR METHOD is, utilizing the comprehensive financial planning approach, our advisors work as a team, with each specialist functioning in their respective capacity with a focus on the effectiveness of the plan in total.

OUR STANDARD to which we hold ourselves accountable is to recommend only those strategies, products and services that, being in the same circumstances, we would apply to ourselves, and to be an advocate for those who are the beneficiaries of your success.