Financial Management Associates, LLC - Home

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:

Arrow Net-Worth Maximization

Arrow Management of Taxes

Arrow Financial Independence

Arrow Improvement of Cash Flow

Arrow Long-Term Capital Growth

Arrow Protection of Assets

Arrow Enhancement of Current Income

Arrow 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

 

Jim Morris
 

J.M. Morris Capital Management

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

Alan Keney
 

A.P. Kenney Capital Management

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

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