Building & Preserving Wealth for Generations
Balanced Investing
Clients come first , just as they have for over 30 years. The certified professionals at Fuhrman Management are here to help guide you through any financial decision with a deep understanding of your needs and a diverse range of investment and insurance products.
We strive to deliver outstanding investment performance through highest standards of quality, absolute integrity, and courteous service.
The FMA Difference
Personalized Account Management
We understand that every client is unique and our services are tailored to meet each individual's specific financial needs and goals.
Variety of Investment Vehicles
We incorporate a wide array of investment vehicles including stocks, bonds, covered call options, exchange-traded funds (ETFs), mutual funds, certificates of deposit, money markets, and insurance products.
Integrated View of Building Wealth
Every factor, from family to finances, is weighed in our integrated approach to building your wealth. Investment portfolios, insurance, employer retirement plans, tax integration, and personal assets are all taken into account to help our clients achieve their financial goals.
Expanded Capabilities
Fuhrman Management Associates provides services for cash management, tax reporting, retirement plan distributions, estate valuations, and gifting programs.
Independence
We pride ourselves on providing our clients with objective and unbiased advice to help build and protect their wealth- without any affiliation to investment banks.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.