You've worked hard for your business, let us ensure your business is working for you and the future.
BUSINESSES & CORPORATIONS
Give your business the future it deserves
Is your business prepared for what's next?
As a business owner, you’re often approached by brokers, insurance agents, and benefits provider, but what you truly need is a partner dedicated to your financial well-being.
At F&M Trust, putting your interests first has been our legacy for more than 120 years. With deep expertise in estates, trusts, and fiduciary services, we leave no detail overlooked. As a trusted local community bank, we are invested in the prosperity of businesses, their owners, and their employees who are the backbone of our community.
Let us help you build a future-focused plan that reflects your goals and the needs of your business.
PROCESS AND PHILOSOPHY
Guiding you to a secure future with strategy and care
We start with a comprehensive review of your goals, including business succession planning. Together, we’ll assess your current strategy to ensure it aligns with your vision for the future. Our advanced financial planning process gives you a clear roadmap for investments, retirement savings, and your business succession, tailored to your unique needs.
Strength and Stability You Can Trust
When it comes to managing wealth with you, there's one word that supersedes all others. Confidence. When you have this, the rest becomes easy.
Since 1906, F&M Trust has provided a comprehensive range of wealth management services tailored to meet the specific needs and goals of each client.
As a local community bank with over $1.4 billion in assets under management, we’ve built long lasting relationships with our clients and genuinely care about helping them succeed in building a more secure financial future.
EMPLOYEE BENEFIT SERVICES
Taking care of your employees is taking care of your business
Celebrate your business’s success and your team’s future with employee benefits services designed with business owners in mind. We work alongside you to build meaningful benefit solutions that inspire, reward, and nurture your valued employees.
Whether it’s retirement plans, health savings accounts or beyond, our team provides knowledgeable guidance to support your business flourishing and your employees thriving with confidence and peace of mind.
REACH OUT TO GET STARTED
Ready to Help
As a trusted local community bank, we’re committed to serving our neighbors. Our local financial pros live in the communities we serve and care about your success, delivering personalized service and knowledgeable support every step of the way.
WEALTH SERVICES
Building confidence in your future
We believe wealth management should be personal no matter your journey. That’s why we take a strategic, holistic approach tailored to your goals and guided by experienced professionals who care.
Retirement
Tailored retirement planning to help you achieve financial security and peace of mind for the future.
Investing
Personalized investment strategies designed to help you grow and preserve your wealth over time.
Charitable Giving
Guidance on creating impactful charitable plans that align with your values and philanthropic goals.
Education Planning
Customized solutions to help you save and prepare for you or a love one's education expenses.
Trust & Estate
Comprehensive services to protect your legacy and ensure your wishes are fulfilled.
Nonprofit
Financial guidance and education that empowers you to maximize your organization's mission and impact.
Business
Future-focused strategic planning that reflects your goals and the needs of your business
Frequently Asked Questions
Contact F&M TrustIt’s never too early to begin. You work hard for your business, and it's important to have plans in place that will ensure the future and legacy of your business is successful. Contact us today to get started!
Managing a business affects not just you, but your employees and partners as well. Our team does more than offer financial services; we act as a trusted, multifaceted partner dedicated to your holistic financial well-being. Together, we will develop a personalized strategy that supports both business owners and employees, while focusing on success in the short and long term. Contact us to get started!