Forum Financial Management, LP serves a variety of affluent clients including individuals, business owners, corporate and medical professionals, and their families. We define wealth management as helping clients establish and implement strategies that will help to achieve their financial goals. We are composed of a unique ?multidisciplinary? blend of professionals. Each principal brings more than 25 years experience in one or more aspects of financial management including: investment portfolio design, retirement, estate, insurance, and income tax planning. The Forum team includes Certified Financial Planner? professionals, enrolled agents, certified public accountants, and attorneys. Recommendations are based on each client?s unique needs and circumstances. Service and personal attention are the hallmarks of Forum and the defining qualities that set us apart from other firms.. Fee-Based Financial Planning