About Financial Services Advisory

Financial Services Advisory (FSA) is an investment advisory firm registered with the Securities and Exchange Commission (SEC). Currently we have over $550 million in assets under management. We provide asset management for individuals, trusts, IRAs, and other retirement plans as well as financial consulting. We maintain a system of selecting and repositioning assets using no-load (non-commission) mutual funds and exchange-traded funds (ETFs) to achieve our clients' investment objectives. The goal of our system is to maximize growth during rising prices and protect your assets when prices decline.

FSA operates in a fiduciary capacity to ensure our work focuses strictly on the best interests of our clients. Our compensation model is fee-only, which means we do not accept commissions or referral fees of any kind for the products and/or services we recommend. Fee-only compensation eliminates potential conflicts of interest that can arise.

FSA uses Charles Schwab and Company as the custodian for client assets. This provides our clients with an independent verification of account values and activity.

FSA works with clients who have a wide variety of backgrounds and experience. However, our services are best suited for those individuals and families who have accumulated some wealth in their lives and want to ensure it will still be there when they retire. FSA is not a good fit for investors who are interested in the “latest trend” and chasing high returns. Our approach to working with clients is to minimize investment risk, so as to not sacrifice long-term goals for short-term gains.

To learn more about our approach to investing, visit Why Choose FSA?

Please note: There are always risks involved with investing including the possible loss of principal. Past performance does not guarantee future results.