Compounding the future of YouSM

FMA Advisory is growing, and we’re excited to introduce you to our team members. Our clients can expect the same trusted, independent financial guidance that has been our legacy. We hope you’ll take advantage of our proprietary, independent research in Investor Insights. Our specialized portfolio technology allows us to identify, develop, and enhance investment opportunities. In every service delivery, we affirm our commitment to Compounding the future of You℠.

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Independent Portfolio Planning for Individuals, Businesses, and Institutions

We offer customized portfolio planning services for individuals, businesses, retirement plans, trusts, and endowments. With a reputation for trusted advice and strategic financial guidance, our team helps our clients build wealth and control their financial futures. Our advisors work in concert with our clients’ professional tax and legal advisors to provide comprehensive investment advice for the following:

The Fiscal Cliff - How Serious Is It?

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Our Story

We are a federally licensed, independent investment firm that provides asset management for individuals, businesses, and retirement plans, as well as trusts and endowments. Our loyalty is to our clients, rather than any specific investment products. We deliver  financial advice that is completely independent and objective, based solely on the merits of the investment. Extensive research, in-depth market analysis, and the latest technology allow us to provide clients with exceptional portfolio management services. We do not receive any commissions for transactions.

Compounding the future of YouSM.