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:
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, a registered investment advisory firm. He has provided 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, a registered investment advisory firm. He has provided fee-only investment management and customized financial planning services since 1969.
