FMI History

Jack Riley founded JBR-Co. Financial Management Inc. in 1997 to serve the investment needs of his accounting clients. Jack’s CPA practice in Ardmore spanned 40+ years and investment management was a great compliment for client’s wealth, estate, and tax planning goals. With the addition of Mike Whitson as partner and advisor in 2012, the firm’s growth accelerated rapidly. Today, with four advisors dedicated to the firm’s motto to “Listen First, Build Wealth, Secure Futures”, FMI continues to see substantial growth in depth of experience and client assets under our care

Jack retired from FMI, in 2021, leaving a tremendous legacy of performance, integrity, and longevity for the benefit of our clients. His dream was to build a world class organization that would serve the needs of multiple generations of clients. Jack was so proud to open accounts for several 4th generation clients! We, at FMI, our proud of our heritage and continue to seek to carry that torch for decades to come. Mr. Riley continues to offer his services to FMI clients and non-clients on a consulting basis to lend his expertise where he can.