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.