FINANCIAL MANAGEMENT ASSOCIATES, LLC

Overview

Financial Management Associates, LLC is an independent registered investment advisor organized as a limited liability company that focuses on planning and portfolio management for individuals, families and small-business owners. The firm uses a fee mix that includes a percentage of assets under management, hourly charges and fixed fees, and it operates primarily as a discretionary manager—nearly all client assets are held under discretionary authority. Financial planning is a core offering alongside ongoing portfolio oversight; the practice targets individual and family clients rather than institutional or pension relationships. The firm does not position itself as a capital allocator and is not noted as an active ESG investor. Investment activity centers on pooled public funds and mutual funds as the dominant vehicle for client portfolios. That approach supports scalable, model-driven allocations for mass-affluent clients while allowing the advisor to maintain discretionary control over rebalancing and manager selection. The firm provides advice and portfolio management for small-business retirement or brokerage accounts in addition to personal accounts.

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