At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor  -- we are there for our clients through every season. 

Forum Financial Management, LP

Norm (Norbert) Mindel, JD, CPA, PFS, CFP®

Robert Methven

Nirav Batavia

Cfp® Karma Forrestal

Jonathan Marichal Rogers

Cfp® John J. Adam Ea

David McClellan

Daniel Drallmeier Cfp®

Christopher L.

Barbara Ray

Scott Krajacic, CFA

Nicolette Hopson

Mac Davis

Laura Norek

Laura Latragna

Karonda D. G.

Jonathan Faelnar

Brian Savage, CPA, PFS, CFP®

Allison Tronnes, IACCP®

The Partnership Team at Forum Financial Management, LP, is composed of experienced leaders who guide the firm's strategic direction and bolster its commitment to evidence-based investing. This team fosters strong relationships with clients, ensuring personalized financial advice while overseeing the collaboration among advisors to deliver comprehensive wealth management solutions. Their collective expertise enhances the firm’s reputation, allowing clients to navigate their financial journeys with confidence and clarity.

Partnership Team

Client Services Team

Leadership Team

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Partnership Team

About

Team members

Other teams at Forum Financial Management, LP

Client Services Team

Leadership Team

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Partnership Team

About

Team members

Other teams at Forum Financial Management, LP

Client Services Team

Leadership Team

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