Insights

Rich Revenue Range With annual revenue between 10 million and 25 million dollars, FNA Wealth Management demonstrates solid financial performance indicative of a stable client base and growth potential, making it an attractive target for premium financial services and advanced wealth management solutions.

Technology Utilization The company's integration of digital tools such as Facebook Pixel, WordPress, and MySQL suggests a focus on digital engagement and online presence, presenting opportunities for advanced digital marketing, client onboarding, and data analytics solutions.

High Industry Competition Operating within the competitive financial services industry alongside large firms with thousands of employees, FNA Wealth Management may benefit from tailored technology partnerships, personalized marketing, and niche service offerings to differentiate and expand market share.

Focused Client Services Specializing in personalized financial guidance, estate planning, and portfolio optimization, this company emphasizes high-touch advisory services, opening avenues for premium financial technology integrations and client engagement tools to enhance service delivery.

Growth-Driven Environment Despite its relatively small team of up to 50 employees, FNA Wealth Management’s positioning within a large, revenue-rich industry signals opportunities for strategic alliances, executive training programs, and innovative client acquisition strategies to support scaling growth.

FNA Wealth Management Tech Stack

FNA Wealth Management uses 8 technology products and services including Facebook Pixel, cdnjs, WordPress, and more. Explore FNA Wealth Management's tech stack below.

  • Facebook Pixel
    Analytics
  • cdnjs
    Content Delivery Network
  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • MySQL
    Database
  • Microsoft 365
    Email
  • PHP
    Programming Languages
  • 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
50%
FLast@fnaohio.comJDoe@fnaohio.com
50%

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 SIC code NAICS code?

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

How many employees does FNA Wealth Management have currently?

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As of February 2026, FNA Wealth Management has approximately 12 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 Facebook PixelcdnjsWordPressOpen GraphMySQLMicrosoft 365PHPApache 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

We guide our clients through their financial journey with personalized attention and tailored solutions that aim to deliver comprehensive strategies for enhancing wealth and preserving legacies.  From complex estate planning to optimizing portfolios, we’re dedicated to empowering our clients to thrive financially. Like a good coach, it's the best we can do: To take you where you can't take yourself. 

Advisory services offered through Beacon Financial Advisory, LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com FNA Wealth Management, LLC/Beacon Financial Advisory LLC and the above firms are independent and non-affiliated.

Section iconCompany Overview

Headquarters
2214 Enterprise Parkway East Twinsburg, Ohio 44087 United States
SIC Code
8742 - Management Consulting Services
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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