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    Fma Advisory Inc.

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    Description

    • We offer customized portfolio planning services for individuals, businesses, retirement plans, trusts, and endowments. With a reputation for trusted advice and strategic financial guidance, our team helps our clients build wealth and control their financial futures. Clients across the U.S. have entrusted us with over $350 million in assets to manage to help them build their financial futures. We take our responsibilities very seriously. At FMA Advisory, we act as fiduciaries for our clients. Acting as fiduciaries means that we uphold a higher professional standard, acting solely in our clients best interest. We work in concert with our clients' professional tax and legal advisors to provide comprehensive investment advice for Individual Wealth Management, Individual Retirement Accounts, Corporations & Privately Held Businesses, Corporate Retirement Plans, Non-Profit Organizations, Charitable Trusts & Endowments. In structuring portfolios, FMAs philosophy is one of balance. Our fiduciary management designs customized and diversified portfolios to conserve assets, while maximizing growth. Each portfolio is crafted according to a clients individual risk tolerance, liquidity needs, and short- and long-term goals. Creating customized portfolios for your peace of mindthats Compounding the future of You.SM SOCIAL MEDIA DISCLAIMER: http://www.fma-advisory.com/media/social-media-disclaimer/
    • location

      Headquarters:1631 North Front Street , Harrisburg, Pennsylvania, United States

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    • Fma Advisory Inc. phone

      Phone Number: +1 717-232-8850

    • Fma Advisory Inc. website

      Website: https://www.fma-advisory.com

    • Fma Advisory Inc. employees

      Employees:8

    • Fma Advisory Inc. revenue

      Revenue:$1 - 10M

    • Fma Advisory Inc. legal name

      Legal Name:Fma Advisory Inc.

    • Fma Advisory Inc.'s Social Media

      Fma Advisory Inc. linkedin Fma Advisory Inc. twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Operating Officer And Chief Compliance Officer for Fma Advisory Inc.

    Donna Miltenberger

    Chief Operating Officer And Chief Compliance Officer

    Person level website visitor identification

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    View Employees

    Donna Miltenberger

    Chief Operating Officer And Chief Compliance Officer

    Peter Labella

    Owner

    Cfpâ Matthew Kogan

    Executive Vice President And Portfolio Manager

    Frequently Asked Questions regarding Fma Advisory Inc.

    • Where are Fma Advisory Inc.'s Headquarters?

      Fma Advisory Inc.'s Headquarters are in 1631 North Front Street ,Harrisburg,Pennsylvania,United States

    • What is Fma Advisory Inc.'s phone number?

      Fma Advisory Inc.'s phone number is +1 717-232-8850

    • What is Fma Advisory Inc.'s official website?

      Fma Advisory Inc.'s official website is https://www.fma-advisory.com

    • What is Fma Advisory Inc.'s Revenue?

      Fma Advisory Inc.'s revenue is $1 - 10M

    • What is Fma Advisory Inc.'s NAICS code?

      Fma Advisory Inc.'s NAICS code is 523930

    • How many employees are working in Fma Advisory Inc.

      Fma Advisory Inc. has 8 employees

    • What is Fma Advisory Inc.'s Industry?

      Fma Advisory Inc. is in the industry of Financial Services

    • Who is Fma Advisory Inc.'s Chief Operating Officer And Chief Compliance Officer?

      Fma Advisory Inc.'s Chief Operating Officer And Chief Compliance Officer is Donna Miltenberger

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