AUM Growth FMA Advisory manages over $350 million in assets and serves high-touch fiduciary services, presenting a ready-made platform for cross-sell opportunities to upscale clients seeking comprehensive wealth management, retirement, and charitable trust solutions.

Acquisition Context The firm was acquired by Fairport Wealth in late 2021 for approximately $500 million, signaling industry consolidation and potential collaboration or client transitions that may create new referral or joint-venture sales opportunities with acquired clients and related advisory networks.

Fiduciary Positioning As a fiduciary with emphasis on client best interest and integrated collaboration with tax and legal advisors, there is a strong sales angle for presenting trusted, compliant planning enhancements, risk-management products, and advanced estate/retirement solutions to existing and prospective clients.

Growth Markets With a national client base and services spanning individuals, corporations, retirement plans, nonprofits, and endowments, there are targeted opportunities to align with corporate retirement plan providers, nonprofit fund managers, and endowment commissions seeking sophisticated, diversified portfolio management.

Digital Footprint Active use of multiple digital platforms (WordPress/Joomla sites, analytics, SEO, and user experience tools) indicates openness to digital marketing partnerships, client engagement optimization, and data-driven outreach to attract new affluent prospects and cross-sell services.