Forum Financial Management, LP

Independence

Forum is built from the ground up to look and feel different from traditional Wall Street brokerage firms. Our personal approach begins with understanding the hopes and dreams you place at the center of your financial life.

Experience

Our deep bench of highly credentialed professionals have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.

Transparency

Our compensation comes from you, our client, as opposed to Wall Street advisors who receive compensation for selling specific products or funds. We break this mold by adhering to a fiduciary standard, which means we place your interests ahead of our own.

Forum Named an Elite Firm by The Financial Times

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

Read the Article

Recent Insights from Forum

The Impact of the SECURE Act
01/08/2020

In December 2019, the SECURE Act was passed into law. Forum co-Managing Partner Nirav Batavia reviews some of the most significant portions of the Act expected to have a major impact on retirement planning.

Read the Article

Our team

strives to make you feel

financially confident.

Our advice is intended

to add measurable value

beyond investments.

Our process

is a client centric,

personal approach.

School of Hard Knocks Investing

In this podcast, host Dave Goetsch, co-executive producer of “The Big Bang Theory” and Norm Mindel, financial advisor and co-founder of Forum Financial Management, talk about some of the incredible things that happened way back when on Wall Street.

All Episodes Streaming Now

Forum and Tails for Life

Forum is proud to support Tails for Life and their mission to train service dogs to assist people with disabilities.

Meet Oscar