Liam Methven
EXPLOREMY WHY
Why I Became a Financial Advisor
Growing up with a father who was a financial advisor, I learned early on about the benefits of sound financial planning. He taught me the importance of the basics of savings and how even small, consistent efforts can make a significant impact over time. This foundation of financial wisdom is something I aim to pass on to my clients, helping them achieve their goals with confidence and security.
About Liam
Liam Methven joined Forum Financial Management in 2024 as a Financial Advisor. Liam started his career as an operations analyst for a digital marketing firm, Red Ventures, specifically focused on Bankrate, a personal finance website. The role expanded on his early interest in personal finance and allowed him to stay close to the financial services industry while working directly with online banks to market various savings products.
Driven by the desire to build on his financial education and experience in a more client-facing role, Liam joined Forum as an advisor. He works with clients to understand their unique needs and help them navigate their financial journeys.
Liam earned a bachelor’s degree in economics from the University of Virginia in Charlottesville.
Outside of work, he enjoys running, traveling and cooking.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
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.
PREVIOUS 
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.
PREVIOUS 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.
