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.

This communication is strictly intended for individuals residing in the states of FL, MA, and NH.  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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
The contents of the FMA Web site is provided for the exclusive use by clients and associates of Financial Management Associates, LLC. The information herein was obtained from sources that we believe are reliable, but we do not guarantee its accuracy. Neither the information, nor any opinion expressed, constitutes a solicitation of the purchase or sale of any securities, commodities, or funds. Please note that past performance is no guarantee of future results.  There is no guarantee that any investment plan or strategy will be successful.


Contact Us

Financial Management Associates, LLC
510 Turnpike Street, Suite 203
North Andover, MA 01845-5822
Phone: 978-687-2867
Fax: 978-975-1948
E-Mail: apkcap@comcast.net

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