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Fiduciary investment advice.

No commissions, no products sales.

Meet Your Advisor

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Ramy Hindiyeh, Ph.D., MBA, is Finmentum’s Principal Investment Advisor. With an engineering doctorate and a background leading multi-million-dollar programs, he translates complex financial goals into clear, data-driven plans to help families build wealth and retire with intention.

Your Risk Number

See how different market scenarios could impact your money using real dollar outcomes. In under 5 minutes, you’ll get a risk score we can use to design a plan you can stick with.

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 OUR SERVICES 

Smart strategies to grow, protect, and secure your finances. Explore tailored solutions for wealth, retirement, insurance, and more.

WEALTH MANAGEMENT

Take charge of your financial future with strategic planning:
✓ Grow & protect your assets effortlessly
✓ Optimize investments for maximum returns
✓ Get expert guidance tailored to your goals

PORTFOLIO REVIEW

Get a clear, objective look at your investments:
✓ Review your current allocation, risk level, and fees
✓ See how your portfolio may hold up in different scenarios
✓ Walk away with clear next steps

RETIREMENT PLANNING

Make retirement stress-free & secure:
✓ Build a rock-solid retirement fund
✓ Custom strategies for long-term stability
✓ Enjoy life without financial worries

FINANCIAL PLANNING

Smart strategies for a stress-free financial future:
✓ Make informed money moves with expert insights
✓ Build wealth & sustain long-term success
✓ Create a personalized roadmap to financial freedom

Services
Step by Step Process

 OUR PROCESS 

Step-by-Step Process

A clear, structured approach to financial growth and stability.

01

 ASSESSMENT & PLANNING
(WE LISTEN)

We start by listening. We listen to what you’re trying to accomplish, what’s worrying you, and what matters most. Then we align with your goals, timeline, and risk comfort while reviewing your current setup at a high level.

02

 STRATEGY DEVELOPMENT
(DISCOVERY + STRESS TEST)

​We stress test your current portfolio (if you have one) using real-dollar market scenarios, then compare it to a proposed portfolio designed around your risk tolerance. You’ll leave with clear opportunities, tradeoffs, and next steps.

No Pressure Note: Steps 1–2 are designed to deliver clarity either way. You don’t pay a dime unless you choose to hire us to implement the plan.

03

IMPLEMENTATION

If you decide to move forward, we implement the strategy, optimizing investments and minimizing costs, ensuring we align accounts to the plan.

04

 CONTINUOUS SUPPORT

We provide ongoing guidance, monitor performance, and adjust as life and markets change via simple quarterly check-ins and on-demand support.

 LET'S TALK 

Talk to a Financial Expert

Get in touch with us by filling out the form or scheduling a meeting.

Contact
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