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Business Details
31 Years
experience
Trusted Business & Property Management Services in Beverly Hills
At Financial Management Group, we have dedicated ourselves to providing exceptional business and property management services since 1995. Our founder, Michael Prochelo, brings decades of experience from prestigious institutions like Merrill Lynch, Societe Generale, and Barclays Bank International to deliver personalized financial solutions. We specialize in helping high-net-worth individuals and families preserve and grow their wealth through customized strategies tailored to their unique needs. Our services encompass daily financial affairs management, real estate portfolio oversight, and strategic investment opportunities. With over 20 years of experience, we maintain an unwavering commitment to our clients' best interests.

Our Beverly Hills-based team combines deep market expertise with a focus on long-term client relationships. We pride ourselves on raising industry standards for personal service and financial acumen. Our approach integrates comprehensive financial planning with proactive asset management to maximize future opportunities. Clients benefit from our extensive knowledge of tax circumstances, risk tolerance assessment, and retirement planning. Every decision we make is guided by our mission to secure and enhance our clients' financial futures.
Services
Business Management Property Management Financial Affairs Real Estate Portfolio Investment Opportunities
Served areas
  • Southern California
Details
  • Year established: 1995
Highlights and features
  • We offer 20+ years of experience in financial and property management.
  • Our team provides customized solutions for high-net-worth clients.
  • We combine expertise from Merrill Lynch and international banking experience.
  • Our founder established the company specifically for personalized service.
  • We manage both daily financial affairs and strategic investment opportunities.
Services
Business Management
We provide comprehensive business management solutions tailored to high-net-worth individuals. Our services include daily financial affairs oversight, strategic planning, and customized investment strategies. Clients benefit from our expertise in maximizing wealth preservation and growth opportunities.
Property Management
Our property management services cover residential and commercial real estate portfolios. We handle asset maintenance, tenant relations, and investment optimization. Clients receive strategic guidance for expanding and managing their real estate holdings effectively.
Questions
What services does Financial Management Group offer?
We provide business management, property management, financial affairs oversight, and investment strategy services for high-net-worth individuals.
How long has FMG been in business?
Financial Management Group has served clients since its founding in 1995 by Michael Prochelo.
What areas do you serve?
We primarily serve clients from our Beverly Hills location but provide services nationwide.
How do you customize financial plans?
We consider each client's age, income, risk tolerance, and tax situation to create personalized wealth management strategies.