About FMG

The Fiduciary Management Group, LLC (FMG) consists of a team of professional financial advisors who offer independent, objective and unbiased fiduciary solutions for Qualified Retirement Plans. FMG’s qualitative fiduciary advisory services compliment a typical CPA firms qualified plan audit which focuses on the quantitative aspects of a plan.  FMG’s focus is on the qualitative aspects of a plan striving to provide the most efficient funding and design solutions for plan fiduciaries, while helping reduce the plan fiduciaries exposure to risk.

FMG was founded June 1, 2009 by Tal Diekvoss* after serving many years as a consultant in the insurance and financial services division of BDO USA, LLP, the world’s fifth largest CPA consulting firm. Tal has over 32 years of experience in the financial services industry including 12 years of leadership experience with BDO USA, LLP and Baker Tilly, LLP. Tal received a Bachelor’s degree in Finance from the University of Wisconsin. He is an Investment Advisor Representative and is a Series 7 securities representative*.

David Thomas has over 40 Years’ Experience in the Financial Services Industry specializing in working with business owners in the areas of life insurance and qualified retirement plans. Mr. Thomas helps closely held businesses realize the wealth their business has created while also allowing the business operations to continue through generations. 

Mr. Thomas received a Bachelor’s degree from Michigan State University. Since his playing days on the Michigan State Football Team Dave has been an avid fan of Michigan State Athletics and regularly attends football games.  He is a board member of the MSU Varsity Club, a club created for athletic letter winners of the program.    He has been involved in Legatus and the Fellowship of Christian Athletes.   

Mr. Thomas has earned his CHFC and CLU designations and is a securities representative.

 

Bradley Thomas, CFP® has specialized in retirement income planning since entering the financial services business in 2005. Through client interaction and industry knowledge Brad builds customized portfolios that are designed to generate “consistent and sustainable” cash flow.

In 2015 Bradley earned the CERTIFIED FINANCIAL PLANNER™ designation. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. The mission of the Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Brad received a Bachelor’s degree from Northwood University. He is an Investment Advisor Representative and is a Series 7 securities representative.

 

Joe Thomas, CFA began his full-time career in the Financial Services Industry in May of 2007. Joe is an Investment Manager and in charge of firm compliance for advisors across the Midwest.  He is responsible for leading the investment team through analysis of investment options within our managed portfolios as well as customized investment plans for clients.  

Joe is a CFA Charterholder, holds a Masters of Finance Degree from Walsh College and a BA from Northwood University. Joe is a Registered Principal and an Investment Advisor Representative.

 

 

 

 

*Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC, a SEC registered investment advisor.


 

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Check the background of this financial professional on FINRA's BrokerCheck