Financial Counseling Associates, Inc

Overview

Financial Counseling Associates, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm, organized as a corporation and owned by an individual, operates on a percentage-of-assets fee model and focuses its portfolio work around publicly traded equities. It does not position itself as a capital allocator or pension consultant and is not an active ESG investor. Advisory activity centers on comprehensive planning and discretionary portfolio management for individual and family clients, with institutional relationships present at a smaller scale. Investment approach favors liquid equity exposure through exchange-traded instruments, supplemented by third-party alternative real estate allocations and traditional pooled vehicles where appropriate. The firm is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices