A better business model.
We are focused on 3 core ideas: trust, service, and transparency. We are fiduciaries for our clients, meaning we must act in their best interest. Our services are comprehensive, including investment management, financial planning, estate planning, tax planning, and much more. Finally, we believe in complete and proactive transparency with regard to our fees.
Diversified Expertise. Unified Advice.
Bringing together investment, tax, legal, and service expertise under one roof.
Bill Murray (Middle Left) bought his first stock when he was 12 years old, and followed the share price every day in the Cleveland Plain Dealer. This sparked a lifelong passion for investing. He then obtained a law degree and has since combined his legal background with finance to become an expert in tax-aware estate planning and business succession planning.
Jeremy Pifer (Middle Right) initially trained as a mental health counselor, but during his practicum he saw personal finances as a foundational element to the quality of life of his clients. To that end, he earned his CERTIFIED FINANCIAL PLANNER™ designation to best serve his clients.
Phillip McKee (Right) joined FWM in 2026 after graduating from Ashland University, where he studied finance and was active in the prestigious Eagle Investment Club that manages $2.4 million of assets for the University's endowment fund. He is currently pursuing his Enrolled Agent (EA) credential through the IRS, expanding his expertise in tax planning and preparation so he can serve as FWM’s in-house tax specialist.
Melissa Kromer serves as FWM’s Client Service Associate (CSA), where she combines a passion for helping others with a keen attention to detail and client care. A graduate of John Carroll University with a degree in Social Work, Melissa brings a service-oriented mindset to every client interaction, helping ensure that each family feels welcomed, supported, and cared for throughout their relationship with FWM.
Learn more about our team by clicking the link below.
Our Services
Modern Financial Advisors should be more than just stock-pickers. We combine disciplined, rules-based investing strategies with a full suite of services to ensure your financial security.
Retirement Planning
Your Future
We use state-of-the-art goals-based financial planning software to help you craft a financial plan for your future. The process includes regular updates to your plan as your life changes and your long-term goals come into focus.
Estate Planning
Your Legacy
Estate planning is about more than passing on wealth. It's about passing on your values. A sound plan can provide financial security for generations to come.
Tax Planning
Your Money
Let our expert tax partners optimize your cash flow for ultimate tax-efficiency. Your tax return preparation and planning is included in our advisory fee*. Enjoy the benefits of all your advisors being on the same page.
Life Insurance
Your Security
Our life insurance professionals can help you secure your family's future, secure your business's future, or provide a secure stream of income in retirement.
Employer Plans
Your Career
We provide complete business retirment plan solutions, from 401(k)s for medium & large businesses to SEP or SIMPLE plans for small businesses or sole proprietors, as well as Solo 401(k)s for individuals. If you participate in your employer's retirement plan, we'll help you navigate your contribution and investment options, and incorporate them into your long-term plans.
Education Planning
Their Future
Planning for your children's education can take many forms. From 529s to Roth IRAs, we'll help you pick the strategy that best meets your needs and goals.
What Makes Us Different
1
Trust
We are an Independent Registered Investment Advisor (RIA). That makes us a Fiduciary for our clients. Very few advisors can make that claim. We are completely free of conflicts of interest created by a corporate owner or Broker-Dealer. We act in our clients' best interest, period.
2
Service
The financial services industry has completely evolved from the days of the "stockbroker" working for trade commissions. We have embraced that trend, and are focused on providing our clients with the services that make us a complete advisory firm, all included in one transparent fee....
3
Transparency
You've probably seen the TV commercials for Fisher Investments about transparent fees that align the interests of clients and advisors. Our fee structure is the same, but our firm is local. We believe in the idea of radical transparency. We go out of our way to make sure our clients fully understand our fees.
Contact us to optimize your finances.
352 Main Street, Huron, OH 44839
419.616.0092
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