Forum Surpasses $5 Billion in Assets

Published 02/11/2021

A little over a decade ago, the founding partners of Forum Financial Management envisioned creating a client-centric firm with a deep bench of partners and advisors with experience across portfolio management, retirement planning, estate planning and income tax planning. Today, we remain true to this vision — we continue to work to improve our clients’ lives ensuring we bring our depth of knowledge and expertise to help our clients achieve their goals.

Forum has surpassed $5 billion of assets managed or serviced as of December 31, 2020. Reaching this milestone reflects the commitment of our team and strength of our client relationships that continue to motivate us with their goals, vision and sense of purpose.

Looking forward, Forum will continue its long-term strategy of growth and sustainability building upon the current foundation to ensure that the firm is positioned well to support the next generation of clients for decades to come. This includes significant and continuous investments into our advisors, associates and technology. Forum would not be where it is today without the foundation of its current clients, advisors and associates.

Forum remains fully advisor-owned. We believe this aligns our advisors solely with their clients without conflicts from outside shareholder priorities. Our firm has grown to 16 partners and 63 advisors serving clients from 34 offices around the country including offices in California, Colorado, Florida, Illinois, New York, Texas, Utah, Virginia and Wisconsin.