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 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.








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CBOE DJ x 100 17:33 16,502.00 0.00
NASDAQ 16:59 4,148.34 21.37 Up Arrow
S&P 16:32 1,878.61 3.22 Up Arrow
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Featured Content: Latest Article and Market Commentaries

Key Points in the President's 2015 Budget Proposal: The budget's more of a presidential "wish list" but could still impact America's wealthy and middle class.

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Last Updated: 04/21/14


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This communication is strictly intended for individuals residing in the states of
AK,AZ,CA,CT,DC,DE,FL,GA,ID,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.

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