FMA Advisory offers customized portfolio planning services for 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