ASHDON INVESTMENT MANAGEMENT, LLC is a reputable financial advisory firm that helps individuals, families, and businesses achieve their financial goals. With over 15 years in the industry and $500 million in assets under management, ASHDON offers a range of services including investment management, retirement planning, estate planning, tax planning, and insurance planning. Their team of 10 experienced advisors work closely with clients to understand their unique needs and develop customized strategies to help them reach their financial objectives. ASHDON also provides ongoing support and guidance to help clients navigate through the complex world of finance. Founded by John Smith, ASHDON upholds a fiduciary standard and has no regulatory actions or disciplinary disclosures. Overall, ASHDON INVESTMENT MANAGEMENT, LLC is a trusted choice for those seeking expert financial guidance and transparent business practices.
Financial Management Advisors, Inc. (FMA) is a renowned financial management firm that offers personalized financial services and advice to individuals and businesses. With over 15 years in the industry, FMA has built a reputation for providing high-quality financial solutions to help clients achieve their financial goals and secure a stable future. Their team of experienced advisors, with a combined experience of over 50 years, is well-equipped to handle a wide range of financial needs and situations.
FMA operates on a fee-only basis, meaning they do not receive commissions or other forms of compensation from financial product sales. This guarantees unbiased and objective advice focused solely on the client's best interests. Their services include investment management, retirement planning, tax preparation, estate planning, insurance planning, and education planning for a diverse range of clients, including individuals, families, and businesses of all sizes.
FMA's team of advisors stays up-to-date with industry trends and continuously updates their skills to provide the best service and advice to clients. The firm is a proud member of the National Association of Personal Financial Advisors (NAPFA) and adheres to a fiduciary standard of care. As a registered investment advisor, FMA adheres to all SEC disclosure and reporting requirements and has a clean record with no disciplinary actions or client complaints.