What departments does FMA Advisory Inc. have?

FMA Advisory Inc. has employees across 3 departments including Operations, Finance, Administrative.

What is the largest department at FMA Advisory Inc.?

The largest department at FMA Advisory Inc. is Finance with 3 employees.

Where are FMA Advisory Inc. employees located globally?

FMA Advisory Inc. has employees across 2 continents and 2 countries including United States Of America, Australia.

How has FMA Advisory Inc.'s team size changed over time?

FMA Advisory Inc.'s team has grown from approximately 9 to 10 employees based on available data.

FMA Advisory Inc. Employee Directory

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.

FMA Advisory Inc. Global Highlights

North America
17

United States Of America
17

Oceania
2

Australia
2

FMA Advisory Inc.'s Leadership

D. M.
Chief Operating Officer And Chief Compliance Officer
Mobile Phone
Email
P. L.
Owner
Mobile Phone
Email
P. B.
Investment Advisor Partner
Mobile Phone
Email
R. C.
Partner
Mobile Phone
Email
C. M. K.
Executive Vice President And Portfolio Manager
Mobile Phone
Email
J. C.
Svp Wealth Advisor
Mobile Phone
Email
J. S.
Senior Wealth Advisor
Mobile Phone
Email
K. C.
Investment Associate
Mobile Phone
Email

FMA Advisory Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Consultant
Finance
Legal
Other

Contact profiles from FMA Advisory Inc.

Name

Title

Contact Info

Location

Last Update

P. L.
Owner
Mobile Phone
Email
United StatesArkansas
Apr 14, 2026
D. M.
Chief Operating Officer And Chief Compliance Officer
Mobile Phone
Email
United StatesPennsylvania
Apr 23, 2025
P. B.
Investment Advisor Partner
Mobile Phone
Email
UNITED STATES
Oct 06, 2025
R. C.
Partner
Mobile Phone
Email
Oct 17, 2024
C. M. K.
Executive Vice President And Portfolio Manager
Mobile Phone
Email
United StatesPennsylvania
May 01, 2024
J. C.
Svp Wealth Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. S.
Senior Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 19, 2025
K. C.
Investment Associate
Mobile Phone
Email
United StatesNew York
Feb 19, 2026
S. B.
Financial Administrative Assistant
Mobile Phone
Email
United StatesPennsylvania
Oct 22, 2024
J. O.
Portfolio Administrator
Mobile Phone
Email
United StatesPennsylvania
May 29, 2026

Frequently Asked Questions

What is FMA Advisory Inc. known for?

FMA Advisory Inc. was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 1631 North Front Street Harrisburg, Pennsylvania 17102 United States; you can contact the main corporate office by phone at

+1-717-232-****

. Explore FMA Advisory Inc.'s company overview page for more information.

What is FMA Advisory Inc.'s most common email format?

FMA Advisory Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FMA Advisory Inc. email formats with LeadIQ.

How many employees does FMA Advisory Inc. have currently?

FMA Advisory Inc. has approximately 6 employees as of May 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are FMA Advisory Inc.'s key employees and leadership?

As of May 2026, FMA Advisory Inc.'s key employees include:

Chief Operating Officer And Chief Compliance Officer: D. M.
Owner: P. L.
Investment Advisor Partner: P. B.
Partner: R. C.
Executive Vice President And Portfolio Manager: C. M. K.

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FMA Advisory Inc. Employee Directory

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