Solutions That Build Wealth Wisely
FP Investment Company, LLC delivers personalized investment strategies, retirement planning, and financial advisory services built around your needs. From individuals seeking long-term security to institutions managing complex portfolios, we provide clear insights, proven methods, and unwavering support, turning uncertainty into confidence and helping you navigate your financial future with purpose and precision.
Individual Investment Planning
We craft personalized investment strategies using a mix of stocks, bonds, ETFs, mutual funds, and options—designed around your risk tolerance, timeline, and long-term goals.
Institutional Investment Planning
We help institutions manage retirement plans and investment programs including 401(k), Roth IRA, and employee benefit accounts—building stability and performance for your organization’s financial future.
Asset Management
Whether discretionary or non-discretionary, we monitor, adjust, and optimize your portfolio to align with market trends and your evolving objectives—so your investments always stay on course.
Financial Planning & Consulting
From retirement strategies to risk management and tax planning, we offer expert advice and insights that simplify decisions and help you build a secure financial foundation.
ERISA Plan Services
We serve as either a 3(21) or 3(38) advisor for retirement plans, helping employers manage investment options, reduce risk, educate participants, and stay compliant with ERISA requirements.