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One of Matt Ryan’s mentors used to say, it takes four things to manage your own money.

1. The Knowledge: Do you know the ins and outs of the financial industry and markets to be able to make informed and educated decisions regarding your investments?

2. The Desire: Do you actually want to manage your own investments? Is this an interest of yours?

Investment Management Experts

3. The Time: It takes time to properly manage an investment portfolio. Is your time better spent focusing on your career, your passions, or being with the people you love?

4. The Discipline: Have you ever told yourself that you’ll do “that thing” tomorrow? Did you hold yourself accountable? Here at FMF, it’s our job to make sure your portfolio is treated with the respect and attention it deserves as well as keep you on track to reaching your goals.

Here at Focused Mission Financial, we take a long-term approach to investing. If you are looking for the latest meme-stock or hot investment trend, we are not the right firm for you. If you want an investment strategy grounded in academic research and empirical data, then you’re on the right track.

Plenty of people manage their own investments, but if you are missing one of those four pieces, it may be time to hire someone to help watch over your nest egg.


We’ll say it again, at Focused Mission Financial we believe in transparency and simplicity. 

We do not receive commissions when making trades, making referrals, nor do we get any kind of kickbacks from the types of investments that we invest in on our clients’ behalf. The only fees we receive come directly from our clients.

For Investment Management, Focused Mission Financial’s fee structure as follows:

Investment Management Table

The best way to find out if Focused Mission Financial is the right fit for you is to schedule a complimentary introductory call. This call normally lasts about 20-30 minutes. If we aren’t the right fit for your needs, we will do our best to point you in the right direction.

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