Guiding clients and building strong relationships is your passion

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RIA support based on insights from advisers like you

For 40 years, Flexible Plan Investments (FPI) has supported independent RIAs like you with the financial services and dynamic risk (and opportunity) management needed to build your business and help clients reach their financial goals.

As an experienced and full-service turnkey asset management program (TAMP), FPI has the knowledge, support, and resources to take on most of the administrative and investment tasks you have to do for your fee-based business to survive. We do this so you can do more of the things you want to do to make that business thrive.