Welcome to Financial Management Associates, LLC

Helping people pursue, manage, and conserve personal wealth.

We are a professional service firm that provides customized investment and financial planning services to individuals, families, businesses, estates, trusts, endowments, and nonprofit organizations.

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

Although the individual 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.

 


 

Financial Management Associates, LLC (“FMA”) is a registered as an investment adviser with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory, or other, services. 

All written content on this site is for informational purposes only. All information or ideas provided are not investment, tax or legal advice and should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.  Opinions expressed herein are solely those of FMA, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.