• Personal Banking
  • Checking Accounts
    • Free Smart Checking
    • FMB Club Account
    • Free Silver Checking
    • Checking Plus Interest
  • FMB Savings Account
  • Health Savings Account
  • Eagle Money Market
  • Certificate of Deposit
  • IRA
  • Loans
    • Mortgage
    • Home Equity Line of Credit
    • Personal Loans
  • Personal Banking Services
• Business Banking
  • Business Checking
    • Free Business Checking
    • Smart Corporate Checking
    • Community Service Checking
  • FMB Capital Hill Account
  • Advantage Money Market
  • Health Savings Account
  • Business Loans
  • Business Services
  • Free WebBanker Business
  • WebBanker Business Pro
• Electronic Banking
  • Personal
  • Business
    • Free WebBanker Business
    • WebBanker Business Pro
    • WebDeposit
• Wealth Management
• Insurance
• Mortgage
• About
  • Personal Security
  • Careers
  • Locations
  • Financial Education Materials

Wealth Management

Wealth Management

Comprehensive Wealth Management services are available to all Farmers & Merchants Bank customers through Allen, Mooney & Barnes Investment Advisors, LLC (“AMB”). Together, Farmers & Merchants Bank and AMB are your premiere source for all of your wealth management needs.

Call (866) 277-1500 for an appointment to meet with a Sandy Carlson, Director of Wealth Management at AMB.  Sandy will be happy to meet with you to discuss all of your options relating to the security of your financial future.  You can also email Sandy at sandy.carlson@AMBWealth.com.

Some of the services that are offered as a part of the Comprehensive Wealth Management Program include:

• Financial & Estate Planning
• Retirement Planning
• Investment Planning & Management
• Trust Services through Reliance Trust Company
• Family Office Services offered through AMB Client Services

Securities offered through Allen, Mooney & Brokerage Services, LLC.  Member FINRA/SIPC.  Securities are not FDIC Insured. Not a deposit or other obligation or guarantee by Farmers & Merchants Bank. Subject to investment risks, including possible loss of the principal amount invested.