Financial Services Mania

9117 Oleander Way, Irving TX 75063
972-655-8849 | Financial Planning

About Us:

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Phone1: 972-655-8849
Phone2: 972-521-6234


Why Choose Us?

We help individuals, families and businesses to minimize taxes, minimize risk (could be market or litigation), maximize returns therefore increase networth.

Our Vision
We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, FSM has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey.

Our Mission
We seek to develop scalable finance solutions that deliver competitive financial returns while driving positive environmental and social impact. We contribute to a sound and sustainable financial system through transparent governance, ethical decision-making, and risk management practices.

It is abundantly clear that the solutions to global challenges can only achieve the required scale if they can attract a critical mass of private capital. To this end, we’ve established FSM for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.

We define our success by your results. We care deeply our clients. We enjoy our work and we have fun doing it.


  • Financial Planning
  • Tax Planning
  • Estate Planning (Will & Trust)


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