Insights

Nothing compares with having an experienced transition team help you start off on the right foot and feel welcome at your new firm. In fact, the quality of the transition experience usually sets the tone for an advisor’s next chapter.

Forum Financial Management has hired Brian Shapiro, former BAM Advisor Services Client Development Director, as its Advisor Development Officer. With 31% annualized growth over the past 10 years, Forum is ramping up to add to its national team of more than 70 advisors.

In the first segment of our new series, Karma Forrestal, CFP®, Partner at Forum Financial Management, shares the sage advice she would tell her former self about managing the first years as a financial advisor.

Forum co-Managing Partner Jonathan Rogers was featured in the September issue of FPA Next Generation Planner.

A new season offers a world of opportunity. Have you considered what your next challenge will be?

Forum co-Managing Partner Nirav Batavia shares key takeaways from Dimensional's recent CEO Conference in Lake Tahoe.

Forum co-Managing Partner Jonathan Rogers was featured in the July issue of FPA Next Generation Planner.

Forum Financial Management, LP appears in the Top 100 on the 2019 Financial Advisor RIA Ranking.

Forum Financial Management, LP has been named to the 2019 Financial Times 300 Top Registered Investment Advisers.