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Financial Tools

Your Partner in Investing and Wealth Management

We offer a wide variety of investing solutions and financial management services for personal and commercial clients, including custodial services, living trusts, advisory services, estate planning and settlement, managed and self-directed IRAs, and asset allocation programs.

Many investors find that a dedicated and professional financial partner can be your most valuable asset in today’s volatile economy. F&M Trust’s Investment & Trust Services professionals offer the stability and guidance to contend with market fluctuation. With our Investment & Trust Services team, you experience:

  • An in-depth, client-focused approach to meet your individual needs and reach your short and long-term financial goals
  • A comprehensive written investment policy targeting expectations and strategies followed by continuous review of your portfolio's investment performance 
  • Unbiased, objective investment research on hundreds of securities, with a unique historical perspective on the markets 
  • Individual meetings and comprehensive reports to keep you well informed about your portfolio's status and progress

For more information on our services or to schedule a no-obligation appointment to discuss your financial goals, call (717) 261-3569 or (888) 264-6116.

Or find out more information about our wealth management professionals and contact them directly.  We invite you to get to know more about each of them by reading their biographies.