Fma Wealth Management, LLC

FMA Wealth Management, LLC is a registered investment advisor founded in January 2021 by James M. Morris, CFP®, AIF®. The firm offers wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses, acting as a fiduciary to clients. Their investment strategy is based on Modern Portfolio Theory, fundamental, technical, and cyclical analysis. FMA primarily manages client accounts using long-term strategic portfolios, rebalancing based on market conditions, drift ranges, and operational issues. They offer financial planning services, including retirement planning, investment planning, and education savings. The firm charges wealth management fees based on a tiered schedule, with fees paid quarterly in advance. FMA does not participate in wrap fee programs and manages $157,397,852 in client assets as of December 31, 2024. The firm does not charge performance-based fees and does not have proprietary investment funds. Clients have investment discretion, and FMA does not accept proxy-voting responsibility. The firm's Chief Compliance Officer, James M. Morris, has a Bachelor of Science in Accounting and is a CFP® and AIF® designee. FMA has a privacy policy in place to protect clients' personal information and shares information with third parties for servicing clients' accounts. Clients have the right to limit the sharing of their personal information.