Welcome to Financial Management Associates, LLC

Helping people pursue, manage, and conserve personal wealth.

We are an independent professional financial services firm registered with the United States Securities and Exchange Commission. Financial Management Associates, LLC, provides customized investment and financial planning services to individuals, families, businesses, estates and trusts, endowments, charitable organizations, and retirement plans.
                                                                                              


Our philosophy revolves around the principle that each client is unique, and therefore has unique resources, goals, and tolerances.

Although the invdividual goals of our clients vary greatly, the general issues addressed
during the financial planning process are as follows:

Net-Worth Maximization Management of Taxes
Financial Independence Improvement of Cash Flow
Long-Term Capital Growth Protection of Assets
Enhancement of Current Income Future Security

The degree of concentration within each area will depend upon the specific needs and concerns of the client. Whether your financial goals are pragmatic or glamorous, conventional or unique, for yourself or your business, we help you attain them.

The Principals of Financial Management Associates, LLC
 
J.M. Morris Capital Management

Jimmy is the managing director of the J.M. Morris Capital Management division of Financial Management Associates, LLC, an SEC-registered investment advisory firm. He has provided fee-only investment management and customized financial planning services since 1976.

A.P. Kenney Capital Management

Alan is the managing director of the A.P. Kenney Capital Management division of Financial Management Associates, LLC, an SEC-registered investment advisory firm. He has provided fee-only investment management and customized financial planning services since 1969.


Market Activity
Index Time Last Change
Dow SPDR 16:00 123.31 -1.26 Down Arrow
NASDAQ 16:15 2,778.79 -34.90 Down Arrow
S&P 16:33 1,295.22 -9.64 Down Arrow
10Yr Treasury N/A 1.70 0.00
30Yr Treasury N/A 2.79 -0.02 Down Arrow
Enter Symbol   Symbol Lookup
Today's Market Activity
Featured Content: Latest Article and Market Commentaries

Reducing Your Fuel Costs in the Summer Months: Before the summer travel season begins, be prepared for what to expect when filling up at the pump and consider how you can save on fuel costs.

View the Featured Article

Last Updated: 05/14/12


HOME | ABOUT US | RETIREMENT PLANS | ACCOUNT ACCESS | MARKET UPDATES | RESOURCES | CONTACT US
This communication is strictly intended for individuals residing in the states of
AK,AZ,CA,CT,FL,GA,MA,ME,MN,NC,NH,NJ,NY,OH,OR,PA,RI,VA,VT,WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities offered through Commonwealth Financial Network®.
Member FINRA, SIPC
Privacy Policy
© Copyright 2012