Insights

Rich Client Advisory Financial Services Advisory has over four decades of experience in wealth management and financial advising, indicating a strong focus on high-net-worth individuals and business clients seeking personalized investment strategies and comprehensive financial planning services.

Growth-Oriented Environment Recent hiring of multiple financial advisors, analysts, and client service associates demonstrates the firm’s expansion efforts, signaling opportunities to offer advanced financial technology solutions, employee training tools, or growth-focused consulting services.

Technology Stack Utilization of industry-standard tools like WooCommerce, MonsterInsights, and Gravity Forms suggests the company values digital engagement and data-driven decision-making, opening opportunities for digital marketing, analytics solutions, and client engagement platforms.

Market Position With a substantial revenue range and a focused niche in financial advisory, the firm is positioned alongside major consulting and financial entities, which indicates potential value in competitive benchmarking, cybersecurity, compliance, and fintech integration solutions.

Financial Stability Revenue of up to 250 million USD combined with a dedicated team signifies stability and potential budgets for investment in innovative financial technologies, operational efficiencies, and strategic consulting to further enhance client services.

Similar companies to Financial Services Advisory

Financial Services Advisory Tech Stack

Financial Services Advisory uses 8 technology products and services including WP Rocket, Open Graph, MySQL, and more. Explore Financial Services Advisory's tech stack below.

  • WP Rocket
    Caching
  • Open Graph
    Content Management System
  • MySQL
    Database
  • WooCommerce
    E-commerce
  • Twemoji
    Font Scripts
  • TweenMax
    Javascript Frameworks
  • MonsterInsights
    Web Platform Extensions
  • Gravity Forms
    Web Platform Extensions

Financial Services Advisory's Email Address Formats

Financial Services Advisory uses at least 1 format(s):
Financial Services Advisory Email FormatsExamplePercentage
First@fsainvest.comJohn@fsainvest.com
77%
Last@fsainvest.comDoe@fsainvest.com
11%
FLast@fsainvest.comJDoe@fsainvest.com
8%
FirstL@fsainvest.comJohnD@fsainvest.com
4%

Frequently Asked Questions

Where is Financial Services Advisory's headquarters located?

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Financial Services Advisory's main headquarters is located at 1 Church St, Rockville, Maryland 20850, US. The company has employees across 2 continents, including North AmericaEurope.

What is Financial Services Advisory's official website and social media links?

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Financial Services Advisory's official website is fsainvest.com and has social profiles on LinkedIn.

How much revenue does Financial Services Advisory generate?

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As of October 2025, Financial Services Advisory's annual revenue is estimated to be $865K.

What is Financial Services Advisory's SIC code NAICS code?

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Financial Services Advisory's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Financial Services Advisory have currently?

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As of October 2025, Financial Services Advisory has approximately 87 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Officer: R. R.Partner, President At Fsa Wealth Partners: J. J.Founding Partner: D. P.. Explore Financial Services Advisory's employee directory with LeadIQ.

What industry does Financial Services Advisory belong to?

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Financial Services Advisory operates in the Financial Services industry.

What technology does Financial Services Advisory use?

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Financial Services Advisory's tech stack includes WP RocketOpen GraphMySQLWooCommerceTwemojiTweenMaxMonsterInsightsGravity Forms.

What is Financial Services Advisory's email format?

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Financial Services Advisory's email format typically follows the pattern of First@fsainvest.com. Find more Financial Services Advisory email formats with LeadIQ.

When was Financial Services Advisory founded?

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Financial Services Advisory was founded in 1982.
Financial Services Advisory

Financial Services Advisory

Financial ServicesUnited States51-200 Employees

With more than four decades dedicated to managing money and providing financial advice, we have helped guide clients through all types of environments—the good times and bad. FSA Wealth Partners has worked in collaboration with individuals, families, and business owners to establish an approach to investing that focuses on protecting what you have worked so hard to create.

It’s given us a unique perspective on investing—how to protect your wealth and how to grow it wisely. We’ve learned to guide clients in thinking through their goals and decisions to help avoid costly mistakes.

To view our disclosures, please visit www.FSAwealthpartners.com/disclosures.

Section iconCompany Overview

Headquarters
1 Church St, Rockville, Maryland 20850, US
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Financial Services Advisory's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Financial Services Advisory's revenue is estimated to be in the range of $100M$250M

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