FMA Advisory Inc.

Financial ServicesPennsylvania, United States2-10 Employees

FMA Advisory Inc. operates in the financial services sector, providing customized portfolio planning and investment management for individuals, businesses, retirement plans, trusts, and endowments. The firm acts as a fiduciary, prioritizing clients' best interests and collaborating with their tax and legal advisers to deliver comprehensive investment guidance. Its portfolio design emphasizes balance and diversification, aiming to conserve assets while pursuing growth tailored to each client's risk tolerance, liquidity needs, and short- and long-term goals. Clients across the United States have entrusted FMA with more than $350 million in assets to manage as part of a long-term wealth strategy. Based in Harrisburg, Pennsylvania, the firm maintains a small team focused on fiduciary, client-centered service within the financial services industry. A notable development in its recent history is that Fairport Wealth acquired FMA Advisory in October 2021, a transaction later reported in January 2022.

Sign up for free to view info

Email Format Employee directory