Formynder Wealth Management, LLC

Formynder Wealth Management - Military Financial Planning for Active Duty, Veterans, Retirees & Their Families.  

Formynder Wealth Management was founded with a clear vision: to provide every client peace and clarity around their finances, with confidence that their resources are being directed toward what they value most in life.

 We built this firm so we could truly know the people we serve. That means listening carefully, understanding what matters most, and helping clients anticipate and navigate financial transitions as life unfolds. We integrate and coordinate hard-earned military benefits across every aspect of a client’s financial life, including cash flow, tax planning, work-optional planning, estate planning, investment advisement and management, risk gap analysis, and education planning.

As a faith-based firm, every client relationship is approached with empathy, compassion, and respect. Our role is to walk alongside clients, offering clear, manageable guidance and steady support as they face financial decisions across different stages of life. Much of our work centers on helping military families prepare for and navigate retirement, a transition that often involves complex benefits, emotional considerations, and long-term planning decisions.

The firm is led by a CERTIFIED FINANCIAL PLANNER® professional and Military Qualified Financial Planner®. These designations reflect both professional training and lived military experience, and they reinforce our commitment to providing active duty service members, veterans, and retirees with fee-only, flat-fee, fiduciary advice at all times.