Portfolio Planning
Sound Portfolio Planning for Individuals,
Businesses and Institutions
FMA Advisory offers customized portfolio planning services for high net-worth individuals, businesses, retirement plans, and trusts and endowments with a minimum value of $250,000.
We are fee only asset managers and therefore do not receive any commissions for transactions. Our loyalty is to our clients, rather than to specific investment products. The result is financial advice that is completely independent and objective, based solely on the merits of the investment.
FMA Advisory provides wealth and investment management services to help
our clients build wealth and control their financial future. We work in concert with client’s professional tax and legal advisors to provide comprehensive investment advice for:
• Individual Wealth Management
• Individual Retirement Accounts
• Corporations & Privately Held Businesses
• Corporate Retirement Plans
• Non-Profit Organizations
• Charitable Trusts & Endowments
Individual Wealth Management & Retirement Accounts
FMA provides portfolio planning advice and investment strategies to help individual investors achieve their financial goals. Whether the objective is to fund retirement needs, build wealth for future generations, or to preserve and grow trust funds — we design, implement and closely monitor each client’s portfolio to help them realize their investment objectives.
Corporations & Privately Held Businesses
At FMA, we offer a full array of financial planning services for businesses, addressing investment and benefit options for professional service corporations, closely held companies, and other business entities. We help our corporate clients understand their planning options, evaluate the tax consequences of each alternative, and take the necessary steps to implement their decisions.
Retirement Plan Services
FMA principals will help businesses design, implement and manage an appropriate government qualified retirement plan — one designed to suit each organization’s situation, while providing the most cost-effective employee benefits.
Trusts and Endowments
FMA manages funds for trusts and endowments and establishes policies, working with the trustee’s fiduciary requirements. We work closely with legal and tax professionals to coordinate trust and endowment details.