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

A Conversation with Dave Butler and Norm Mindel: “Someone in Your Corner"

06/30/2017

In the latest video in our Conversations series, Norm Mindel discusses the big difference between robo-advisors and living, breathing financial advisors with Dave Butler, co-CEO of Dimensional Fund Advisors.

Watch the Video

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

Deciding who to work with to help you invest doesn't happen overnight. Sign up for our newsletter to find out if Forum is for you.