At the FMA Group, we provide custom financial strategies for our clients - busy individuals and businesses who value their time and prefer to work with a professional for ongoing financial management and advice.

We give our clients a sense of wellbeing and clear direction along the road to wealth and prosperity. 

Our Goals

• To serve our clients with love and devotion.
• To exceed client expectations with unparalleled service, and comprehensive knowledge.
• To provide an experience that is both supportive and effective.
• To remain at the forefront of knowledge, technology, planning, ideas, products, and services. 
• And finally, to listen ... really listen.

​Our Mission and Vision

We focus on enriching the lives of our clients by helping them determine and achieve their financial goals through a lifelong, holistic financial planning process.

• To honor and care for each client by looking after their best interests at all times and serving them with the highest ethical and moral standards.
• To separate ourselves from other advisors by seeing and looking after the whole.
• To educate ourselves to be the most knowledgeable in our field and to educate our clients thereby trying to bring peace of mind and value to the financial planning process.
• To never forget to be grateful to our clients for partnering with us as their trusted financial counselor
• To make it easy and joyful for our clients to do business with us.
• To strive to help our employees to reach their professional and personal goals through a harmonious and productive workplace, leveraging technology, professional and people skills. Our employees should be among the most skilled, highly trained, motivated, and generously-compensated professionals in our business, and proud to be associated with our firm.
• To seek to make our community a better place in which to live by contributing in all we do, both individually and as a company.

What We Do - Our Planning Approach 

The FMA Group addresses the increasingly complex need for objective, multi-generational family wealth planning, investment management, retirement income optimization.

Wealth planning encompasses much more than simply looking at net worth statements and estate tax tables. We recognize that wealth and abundance operate at three distinct and powerful levels. By engaging our clients in a dynamic planning process that works across all these levels, we hope to help them maximize results and benefits -- a great life unique to them.

• FINANCIAL – PHYSICAL addresses your relationship to your finances and possessions.
  Our goal is to make sure you are well-protected and well-positioned to serve your needs. We educate, guide, manage, and nudge to maximize your situation.
   
• SOCIAL – FAMILY addresses your relationship to your family and your natural compassion towards society-at-large.
  Our hope that your legacy will continue to spread blessings for generations to come.
   
• SPIRITUAL - EMOTIONAL addresses your relationship to your concerns and fears around finances and money.
  Our guiding desire to instill in our clients a deep awareness of ABUNDANCE so you may actualize your dreams and live a life you of your choosing.

We designed this process to help our clients plan for their good life and find peace-of-mind. And over the years we have witnessed firsthand how much ease and joy this process has brought our clients. 

It is our Firm’s deepest hope that our clients and their families will prosper by integrating all aspects of Wealth Planning.