Family Office
Financial Management Network (FMN)
Financial Management Network is a US-based comprehensive wealth and financial advisory firm established in 1991 and headquartered in Mission Viejo, California, serving private and institutional clients.As of September 30, 2025, the firm managed $1.6bn of its clients' assets on a discretionary basis and $584m on a non-d…
Decision-makers
Jeffrey Merwin
Managing Partner
Matthew S. Merwin
Founder & Managing Partner
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