Your Local, Trusted Financial Advisors
Forman Investment Services, founded in 1999, provides retirement planning, estate planning, wealth management and more to the Columbus, Indiana area.
Meet Your Financial Advisor
Staff
The FIS Approach
Find
Your financial advisor will review your needs, objectives, and risk tolerance and analyze the information.
Implement
Our team will implement your personalized wealth management plan and coordinate your tax and estate planning needs.
Simplify
Simplify your life through regular communication with your financial advisor while reviewing and updating your plan based on market conditions, the economy, and your changing needs and goals.
Our Investment Philosophy
We believe understanding what we stand for is fundamental to ensuring our relationship is successful. Here are 4 investment philosophies we follow:
- We’re an action organization. We move toward your goals and keep them in motion.
- We are an independent office. Not all financial planning organizations are independent and required to work in the best interest of the client. We are a business that is required to do so and we have an ethical responsibility to make only recommendations that help you, not earn us money.
- We are committed throughout your life. Our client relationships are lifelong and ongoing. We’re committed to being here throughout all your life changes.
- We care about you. It’s very hard to make relationships productive if the other person or entity doesn’t care about your situation as much as you do.
Raymond James
Raymond James has delivered 153 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.
*As of 3/31/2026. Past performance is not an indicator of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
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.