Insights

Market Position FNA Wealth Management operates in the highly competitive financial services industry with a modest team size of 11-50 employees, indicating potential opportunities to expand their digital infrastructure and client engagement tools to better serve a growing client base.

Revenue Potential With an estimated revenue range of 10 to 25 million dollars, FNA Wealth Management presents a promising target for personalized financial solutions, technology upgrades, and marketing efforts aimed at increasing client acquisition and retention.

Technology Usage The company's current tech stack includes web media, MySQL, and content delivery networks, offering opportunities to enhance client-facing digital platforms, integrate advanced analytics, and improve cybersecurity to attract tech-savvy clients.

Service Differentiation FNA Wealth Management's focus on personalized wealth strategies and legacy preservation positions it well for premium service offerings and tailored financial products that can be promoted through targeted outreach and educational campaigns.

Growth Opportunities Given the presence of established competitors with much larger teams and revenues, FNA Wealth Management can leverage its specialization and personalized approach to differentiate itself and capture niche market segments or underserved client groups.

FNA Wealth Management Tech Stack

FNA Wealth Management uses 8 technology products and services including html5media, jsDelivr, gstatic.com, and more. Explore FNA Wealth Management's tech stack below.

  • html5media
    Audio, Video, Graphics
  • jsDelivr
    Content Delivery Network
  • gstatic.com
    Content Delivery Network
  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • MySQL
    Database
  • jQuery Mobile
    Mobile Frameworks
  • Apache HTTP Server
    Web Servers

Media & News

FNA Wealth Management's Email Address Formats

FNA Wealth Management uses at least 1 format(s):
FNA Wealth Management Email FormatsExamplePercentage
FLast@fnaohio.comJDoe@fnaohio.com
100%

Frequently Asked Questions

Where is FNA Wealth Management's headquarters located?

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FNA Wealth Management's main headquarters is located at 2214 Enterprise Parkway East Twinsburg, Ohio 44087 United States. The company has employees across 1 continents, including North America.

What is FNA Wealth Management's official website and social media links?

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FNA Wealth Management's official website is fnaohio.com and has social profiles on LinkedIn.

What is FNA Wealth Management's NAICS code?

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FNA Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does FNA Wealth Management have currently?

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As of July 2026, FNA Wealth Management has approximately 13 employees across 1 continents, including North America. Key team members include Client Service Assistant: J. H.Client Services: T. K.Registered Representative: S. L.. Explore FNA Wealth Management's employee directory with LeadIQ.

What industry does FNA Wealth Management belong to?

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FNA Wealth Management operates in the Financial Services industry.

What technology does FNA Wealth Management use?

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FNA Wealth Management's tech stack includes html5mediajsDelivrgstatic.comOpen GraphWordPressMySQLjQuery MobileApache HTTP Server.

What is FNA Wealth Management's email format?

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FNA Wealth Management's email format typically follows the pattern of FLast@fnaohio.com. Find more FNA Wealth Management email formats with LeadIQ.

When was FNA Wealth Management founded?

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FNA Wealth Management was founded in 1972.

FNA Wealth Management

Financial ServicesOhio, United States11-50 Employees

FNA Wealth Management is a financial services firm that guides clients through their financial journeys with personalized attention and tailored strategies aimed at growing wealth and preserving legacies. Its services cover complex estate planning and portfolio optimization, with the goal of helping clients thrive financially, akin to coaching that supports clients beyond their own reach. The company operates within the advisory space through non-affiliated registered investment advisers, including Beacon Financial Advisory and Lincoln Investment, and securities are offered through Lincoln Investment. Based in Twinsburg, Ohio, the firm serves a client base seeking comprehensive financial planning and wealth management solutions. The organization positions itself as a partner for clients looking for integrated, long-term financial strategies offered by an independent advisory model.

Section iconCompany Overview

Headquarters
2214 Enterprise Parkway East Twinsburg, Ohio 44087 United States
NAICS Code
52 - Finance and Insurance
Founded
1972
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    FNA Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    FNA Wealth Management's revenue is estimated to be in the range of $10M$25M

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