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Financial Management Advisors, Inc. (FMA)

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Financial Management Advisors, Inc. (FMA)

Mission statement:

FMA is committed to providing sound investment management structured to meet the specific needs of each client. Portfolios are managed on either a discretionary or non-discretionary basis according to the client's preference. As a fee-only advisory firm, FMA's primary concern is to meet the long-term financial objectives of each client. We have over 20 years of investment management and financial planning experience, maintaining a long-standing client base.

Overview:

Financial Management Advisors, Inc. (FMA) is a registered investment advisory firm specializing in fee-only investment management and financial planning services to the affluent investor.

FMA is located in Vienna, Virginia and was founded in 1991. FMA provides money management services to high net-worth individuals, trusts, and retirement plans. The company operates as a fee-only advisor and maintains no association with a broker-dealer. FMA also provides on-going financial planning services to individuals and businesses. The services offered to individuals include comprehensive personal financial planning. Business services include employee benefit selections, cash management, business continuation planning, and capital needs and funding planning.

History: Founded in 1991

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