| Welcome – Firm Overview ~ |
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| Welcome to JMA |
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JMA Financial Advisors
provides personalized financial advisory and investment management
services to affluent and emerging affluent individuals, retirement
plans, non-profit organizations, estates, and trusts. We are a SEC
Registered Investment Advisor (RIA), and as such, we act as a fiduciary
when managing client investments.
In practice since 1977, JMA
was one of the early pioneers in utilizing the "fee only" approach in
providing comprehensive financial advisory and investment management
services to a diverse group of clients and organizations. This approach
assures the client that they are always receiving unbiased advice which
places their interests first. In order to preclude conflicts of
interests, JMA does not engage in the sale of any financial products.
Our Mission
Our
mission is to serve our clients by helping them identify, evaluate, and
achieve their financial goals by offering financial advisory and
investment management services with the highest standards of integrity,
excellence, innovation, and professionalism. We work closely with our
clients and other recognized professional specialists to assist in
providing complete, competent, and confidential counsel in a no
conflict of interest environment that is dedicated to placing their
interest first and to helping them achieve their goals. |
Fees
JMA offers an initial exploratory get acquainted meeting at no charge to prospective clients. Once engaged, JMA's fees are based on any one or more of the following, depending on individual client circumstances.
- Hourly rates
- Fixed fee retainers
- Percentage of assets under management
Because we are a fee only firm, our fees are always transparent, and we encourage open discussion about what you may expect to pay for the various services we provide. Whether it is complex financial planning or investment management, we invite you to explore our site to determine how we may be of assistance and to contact us directly for further information. |
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