Michael Moles

CPA | Financial Advisor
Warm Empty Conference Room

Why I Became a Financial Advisor

Initially, I did not realize that I would enjoy being a financial advisor. When I began working after college, most of my work centered around doing tax returns for high-net-worth individuals. During the preparation of these returns, I began to recognize the importance of having a proper financial plan. It was this realization that led me to learn more about the impact that a financial advisor can have on clients and their overall happiness with a proper financial plan in place. I have always enjoyed planning and setting goals for myself. As an advisor, this is something that I share with clients to help achieve their own financial goals.


Michael Moles, CPA joined Forum Financial Management in 2017 as a Financial Advisor. Prior to joining Forum, Michael worked at Garfield Ridge Accounting and Vogel Consulting.

Michael is a Certified Public Accountant. He earned a bachelor’s degree in accounting from St. Norbert College in De Pere, Wisconsin.


Tell Us About Your Financial Life and Aspirations

Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.

Discuss Topics Crucial to Your Financial Success

Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.

Develop a Strategic Plan Unique to You

Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.

Putting Your Plan Into Action

We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.

Review Goals and Plans When Your Life Changes

You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.

Ready to Connect With a Forum Advisor?