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 partners averages over 25 years of experience across all aspects of managing your financial life, including investment portfolio design, retirement, estate, insurance, 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 Supports
Financial Literacy

Read our interview series
recognizing amazing educators
advocating financial literacy

Five Tips for International Travelers With Norm Mindel

03/28/2017

Norm Mindel may be a veteran financial advisor, but he has also earned the title of world traveler. Norm has visited four continents and more than 20 countries. Just back from his second trip to Australia, Norm shares his thoughts about the country and some of his favorite destinations with five tips for international travelers.

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.

READY TO BEGIN

Knowing if you have the proper investments to reach your financial goals can give you peace of mind. Get a second opinion from Forum with a complimentary portfolio analysis.

SLEEP ON IT

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