Financial Services Advisory

Financial Services Advisory is a fee-only registered investment advisor established in 1982 as a Maryland corporation. They offer asset management and financial planning services for individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm's mission is to be an indispensable financial partner for every client, focusing on achieving financial security. They provide a four-step process for onboarding new clients, emphasizing understanding financial goals and implementing active asset management strategies. The firm offers different investment strategies ranging from conservative income-focused approaches to more aggressive growth-oriented strategies. They utilize technical and fundamental analysis to make investment decisions and focus on managing risk through their FSA Safety Net® exit strategy. Financial Services Advisory recommends Charles Schwab & Co., Inc. as the custodian for client accounts, offering benefits such as research tools, consulting services, and access to a dedicated trading desk. The firm does not participate in class