FNL was founded to provide personalized investment strategies for individuals and families, and distinctive employee benefit programs for employers. For more than 25 years, we have thrived as an independent, family-owned and operated firm with a consistent mission – to provide comprehensive and innovative client solutions with the highest levels of professionalism and integrity.
Why Choose FNL?
We strive to build personal relationships with all of our clients. It is because of these deeply invested relationships we can work toward achieving each of our clients’ goals. It also gives us the tenacity to tackle challenges and continuously work to improve our processes and deliverables. We seek to serve individuals, families, and businesses and provide for their financial needs. Our commitment to continually improve our process reflects our investment in those we serve.
We serve our clients as fiduciaries, which means we are legally obligated to act in their best interest in all situations. This fiduciary standard sets us apart from other firms and is a testament to our dedication to providing quality service and sound advice.
We Are Proud to Offer these Services
401(k) and other Employer Sponsored Retirement Plans
Asset Management and Financial Planning for Individuals and Families
Employee Benefits with Integrated Technology Solutions
Building Valuable Relationships
When you choose to work with FNL, you choose to work with our entire team. We have a large bench of support to draw upon when serving you, including:
A well-credentialed team of financial advisors and experienced supporting professionals
The resources of a large national independent broker-dealer, Cambridge Investment Research, Inc.
The efficiency of non-affiliated clearing firm, Pershing, and multiple trust companies, to settle trade executives and safeguard the custody of your assets.
The experience of multiple third-party money managers to augment our own portfolio construction and management
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