Building & Preserving Wealth for Generations

Balanced Investing

Clients come first. And they have for over 30 years. With a deep understanding of your needs and a diverse range of investment and insurance products, we're here to help guide you through any financial decision. 

In managing our clients' financial assets, 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 we provide services 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 (ETF), 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 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.