Forman Investment Services works with a select group who value time, family, and recreation, and need today’s investment, tax, and estate planning complexities coordinated for them.
We serve clients from our office in Columbus, Indiana, including in the communities of Seymour, Greensburg, and across the nation.
Does my financial advisor act as a fiduciary?
Yes! Forman Investment Services financial advisors act in a fiduciary capacity for all of our clients’ advisory accounts, with custody being held through Raymond James Financial Services Advisors, Inc.
All securities offered through Raymond James Financial Services, Inc.
Raymond James has delivered 150 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence, and a conservative, long-term approach to investing.
Raymond James has been ranked the #1 Wealth Management Firm for Advised Investor Satisfaction and Most Trusted in the J.D. Power 2025 U.S. Investor Satisfaction Study.
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.