A complete list of active advisors currently associated with Financial Management Advisors, Inc.

Warmer can help you find a great advisor at Financial Management Advisors, Inc. or one who fits your needs even better.

Financial Management Advisors, Inc. serves individuals, businesses, estates, trusts and qualified plans with fee-for-service financial planning, retirement and estate planning, and investment management. Its advisory offerings include a range of portfolio programs—Conservative, Moderate, Aggressive, Long Only, Dynamic and Ultra Dynamic—as well as brokerage services and access to insurance products through its dually registered staff. The firm uses both active investment management and a Dynamic Investment Management approach that relies on systematic technical chart analysis and frequent ETF trading; the Ultra Dynamic strategy can use margin to address settlement timing. It also offers blended, lower-volatility solutions that combine a core strategic allocation with a tactical active sleeve, and determines client strategy through a comprehensive interview of objectives, risk tolerance and time horizon. Noteworthy for a firm of its size, FMA manages roughly $149.9 million for about 520 clients served by two advisors, producing an unusually high client-to-advisor ratio and suggesting reliance on standardized processes, custodial reporting and negotiated service arrangements for oversight and quarterly reviews. The advisers’ dual registration with a broker/dealer and as insurance agents allows commission-based product sales alongside fee-based management; the firm discloses and seeks to mitigate these potential conflicts through fee adjustments and account segregation.

To learn more about the advisors currently working at Financial Management Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.