An independent voice on wealth, grounded in Bavaria.
FIMAX Vermögensberatung GmbH was founded on the idea that families deserve clear, unbiased information before they make decisions about their wealth.
Built around a single conviction.
FIMAX Vermögensberatung GmbH was established in Bad Tölz with a straightforward conviction: that sound decisions about wealth begin with sound information. What started as a small advisory practice has grown into a firm known for a considered, research-driven approach to wealth management, asset management, investment advisory and financial planning.
We are not a product distributor. Our role is to help people understand the landscape, ask better questions and think clearly about long-term financial decisions, all through informational content and general guidance rather than paid services.
Principles behind every piece of content we publish.
Independence
We are not tied to any product provider. Our informational materials are written to explain concepts, not to sell them.
Clarity
Financial topics are often made more complicated than they need to be. We favour plain language over jargon.
Long-Term View
Wealth is built and protected over decades, not quarters. Our content reflects a patient, structured mindset.
Diligence
We take regulatory context and risk seriously, and we encourage readers to do the same before acting on any information.
Respect
Every family's situation is different. We avoid one-size-fits-all statements in favour of general, adaptable principles.
Education
Our aim is to leave readers better informed, whether or not they ever work with an advisor at all.
A small team with a wide field of view.
FIMAX brings together backgrounds in asset management, financial planning and regulatory practice to shape the informational content we publish.
Markus Herrmann
Managing DirectorOver 20 years across asset management and private client advisory work in the DACH region.
Julia Sommer
Head of Financial PlanningFocused on retirement, succession and long-term planning content for individuals and families.
Thomas Albrecht
Investment Research LeadCovers asset allocation, market structure and the research behind our informational publications.
FIMAX Vermögensberatung GmbH does not offer paid advisory services, investment products or brokerage through this website. All content is provided strictly for general informational and educational purposes.
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