STEWARDSHIP WELL DONE

FM Financial provides professional planning, investing, and giving services for individuals and organizations from a biblical perspective. It is the financial services ministry of The Free Methodist Church – USA.

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Welcome to FM Financial

FM Financial was founded in 1986 to provide professional financial guidance and investment management to individuals and organizations from a biblical perspective. With assets under management now exceeding $600 million, we offer a full range of services to help you plan with purpose, invest with discipline, and give with joy. Together, we believe these principles lead to a life of Stewardship Well Done.

Each member of our team is a qualified professional who cares about stewardship and mission as much as returns and retirement. By leading with a Kingdom mindset, applying exemplary business practices, and serving with excellence, we are committed to helping you faithfully manage the resources entrusted to your care.

In order to provide a full array of professional planning, investing, and giving services to individuals and organizations while remaining compliant with various financial service industry regulations, some services are offered through the Free Methodist Investment and Loan Fund, GuideStream Financial, and GuideStream Charitable Gift Fund.

FM Financial is the financial services ministry of The Free Methodist Church – USA.

Services for Individuals

PLANNING

Comprehensive Financial Planning

Focused Retirement Planning

Charitable Estate Planning

INVESTING

Retirement Accounts

Non-retirement Accounts

Investment Portfolios Ranging from Conservative to Aggressive

Unique Investment Opportunity that Helps Churches Grow

GIVING

Tax-Wise Giving Strategies

Assistance Giving Appreciated Assets

Donor Advised Funds

Life Income Agreements

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Services for Organizations

PLANNING

Stewardship Well Done Assessment

Stewardship Resources and Toolkits

Educational Materials and Workshops

Loans for Free Methodist Ministries Planning for Growth

INVESTING

Investment Strategies and Policies

Investment Accounts Tailored for Organizations

403(b) Accounts for Ministry Personnel

GIVING

Tax-Wise Gift Coaching

Facilitation of Gifts of Appreciated Assets

Donor Advised Funds for Constituents

Life Income Agreements

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Why FM Financial?

We are motivated by biblical stewardship principles and committed to stewarding what God entrusts to our care.

Our team includes credentialed professionals who care about stewardship and mission as much as returns and retirement.

Serving as a fiduciary, we are committed to an unconflicted structure with a transparent fee schedule.

We exist to advance the Kingdom and support the mission of the Free Methodist Church.

Our Goal Is For You To Experience…

HOPE

HOPE that comes from planning with purpose and taking steps to accomplish your God-given calling when it comes to your finances.

PEACE

PEACE that comes from investing with discipline to reach your goals in the midst of an ever-changing financial environment.

JOY

JOY that comes from giving generously to the people and ministries you love. It’s the most fun you can have with your finances!

Our Process

STEP 1

Schedule a call with an FM Financial representative to discuss your unique planning, investing, and giving needs from a biblical perspective.

STEP 2

Get connected with one of our internal experts to discover a solution, enact a plan to move forward, and make adjustments as life happens.

STEP 3

Experience the hope, peace, and joy of living a life of Stewardship Well Done.

Imagine faithfully managing the resources God has entrusted to your care, making a Kingdom impact and ultimately hearing God say, "Well done, good and faithful servant."

A Word from Key Leaders

“It is an honor to lead a team of skilled professionals who are passionate about helping individuals and ministries steward the resources God has entrusted to their care. It continues to be our privilege to serve the people and ministries of FMCUSA.”

Mark Olson

President / CEO of FM Financial

“Stewardship is a key part of discipleship and the growth of the Kingdom. This is true in our individual lives, the life of the local church, and the life of our denomination. FM Financial is making a difference.”

Bishop Keith Cowart

The Free Methodist Church - USA FM Financial Director

“My wife and I, as well as many of our friends and family, have engaged with the planning, investing, and giving services of FM Financial. They are amazing, gifted, and wise. It is a privilege to watch them work together to find solutions that not only impact personal finances, but make a difference for Kingdom purposes as well.”