"Our team draws from a deep understanding of past and present investment trends to develop strategies for intelligently deploying your assets over time."
Wealth Partners
The Fournier Group

Wealth Partners
The Fournier Group

"Our team draws from a deep understanding of past and present investment trends to develop strategies for intelligently deploying your assets over time."

Awards and Industry Recognition

Forbes

America's Top Wealth Advisors
2018 • 2017
Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022
Top Next-Gen Wealth Advisors
2023
Top Wealth Management Teams Best-In-State
2025

Barron's

Top 1,200 Financial Advisors
2021 • 2020 • 2019 • 2018 • 2017 • 2016
About The Fournier Group

Offering bespoke investment strategies and high-touch service

For over 40 years, The Fournier Group has enjoyed a front-row view of financial markets. We have guided clients through periods of economic growth and recessions, high- and low-interest-rate and inflation environments, rapid technological changes and fluctuations in globalization, among many other historically significant and powerful economic forces. Our team draws from this deep understanding of past and present investment trends to develop strategies for intelligently deploying your assets over time.
Offering holistic wealth management
We manage over $1.1 billion in assets for a broad range of professionals, executives, families, corporations, foundations, and endowments who desire seasoned advisory guidance that targets individualized goals and objectives. Whether you seek capital growth or preservation, income generation, tax minimization, or other long-term planning needs, our charge remains the sam —to identify high-quality investment opportunities that help add incremental value and reduce downside exposure.
A rigorous investment process
We use an exceedingly systematic process for asset allocation, securities analysis, manager selection and portfolio construction. Our attention is trained on uncovering instruments that align with your risk parameters and expected returns. This methodology helps ensure you stay the course in both good and challenging times. When you reach out to us for transactions or with questions, we make ourselves directly accessible to answer that call.
Active fixed income portfolio management
As a core focus, we design fixed income portfolios to generate income, reduce your overall risk, and help protect against volatility. Our team confidently handles both taxable and tax-exempt investment-grade securities using various approaches. Further, we continuously explore differentiated investment choices to accommodate changing needs and market conditions.
Backed by J.P. Morgan, an industry leader in wealth management
We are proud to draw upon the award-winning research capabilities1 and investment platforms of J.P. Morgan, a global leader in asset and wealth management. Our clients benefit from attentive treatment, which we couple with direct access to a professional suite of products and services available through the global financial capabilities of the firm. By leveraging these commanding synergies, we deliver a breadth of entrée and institutional-quality service typically reserved for the world's largest investors.

Meet Our Team

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.