About The Firm
FMB Wealth Management
100 N. Westlake Blvd., Suite 201
Westlake Village CA, 91362
FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a consultative Wealth Management process.
They are a fee based company, specializing in long-term investment strategy and dynamic portfolio design, and only take new clients when they have determined that they can add substantial value to those clients’ financial situations.
Using evidence-based, low-cost strategies for investments and a consultative and collaborative approach to wealth management, FMB Wealth Management is able to have a tremendous impact for their select clients.
About Grant Blindbury
|Grant has been working in the Investment Advisory industry since 2003 managing assets of affluent individuals and pension plans. He earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001. He specializes in working with clients approaching or entering retirement and positions them for a successful retirement by coordinating their most important financial affairs. Grant’s goal, as his client’s personal CFO, is to deliver both the financial outcome and experience necessary to accomplish their most important goals. In 2007, Grant earned the professional credential CERTIFIED FINANCIAL PLANNER™ (CFP®). He is an active member of the Financial Planning Association (FPA) and participates in multiple professional learning groups. He is on the Board of Directors for both the Conejo Valley Estate Planning Council and Big Brothers Big Sisters of Ventura County. From the outset he was drawn to the client-centric model that fee-based advisory services provided and joined forces with Fields Financial Associates, Inc. He would later partner with the founders of Fields Financial Associates to form FMB Wealth Management.|