Our Most Important Asset Is Our People

FMA’s team of investment advisors has extensive knowledge and experience with asset management for individuals, families, and businesses. All of FMA’s investment advisors have earned CFP® or CFA designations, which are backed by solid financial education and more than 40 years of experience.

If you are interested in learning more about FMA Advisory’s services or would like to meet with one of our experienced financial advisors to discuss your portfolio, please contact us. We’re happy to provide references upon request.