Financial Planning & Wealth Management in Rockville MD

IN THE NEWS

FINANCIAL SERVICES ADVISORY, INC ACQUIRES DOLAN FINANCIAL GROUP

AS SEEN IN CITYWIRE RIA FUTURE 50

Who We Are

An investment in knowledge pays the best interest

– BENJAMIN FRANKLIN

For more than three decades, we at Financial Services Advisory have helped our clients manage their money through all kinds of environments – good times and bad. As we’ve done for hundreds of individuals, families, and business owners, we can design an individualized approach to investing that focuses on protecting what you have worked so hard to create.

Our foremost goal in managing investments is to protect your wealth and grow it wisely. We guide our clients through the process of thinking through their goals and making decisions that can help avoid costly mistakes.

What We Do

Investment Management

In managing our clients’ accounts, we don’t just passively watch investments. We follow an active, disciplined investment approach, and we have an exit strategy — the FSA Safety Net — designed to protect your assets.

Financial and Retirement Planning

An important part of our job in providing sound financial advice is helping our clients navigate the often-confusing path to retirement. We can guide you toward the best options as you plan for your retirement needs.

Service and Reporting

We take pride in our client services. You’ll find our reports easy to read, and we encourage periodic meetings to review your investment situation. Always, we welcome your ideas on how we can serve you better.

Getting Started

Getting to Know You

Our first session gives us the opportunity to get to know each other. We do an assessment of where you are and where you want to be and ask you to complete a Client Profile so we can better understand your current financial situation, investment experience, and tolerance for risk. We listen to your concerns, ask lots of questions, and begin to formulate a strategy to address your goals and needs.

The Transition

After an initial assessment, the next step is to do a deeper analysis of your finances, including investments, to determine what changes might be advisable. In some cases, the best approach might be to transfer all existing securities; in other cases, perhaps it makes sense to sell the current portfolio and transfer cash. We will advise you on what’s required to complete the transition. Our recommended custodian can accept most securities from other firms.

Moving Forward

After investment accounts for you have been set up and assets are in place, we begin managing your accounts in accordance with our FSA Safety Net® system. Besides receiving monthly account statements from the custodian, you can expect to receive a variety of communications from us throughout the year including:

Quarterly portfolio appraisals
Quarterly Financial Planning Newsletter
Periodic market updates
Periodic reviews of your accounts and planning goals
Invitations to webinar presentations on topics of interest

Peace of Mind

Our goal in the final step of the investment-planning process is to hear you say confidently, “I’m glad I don’t have to worry about it anymore.” We will continue working closely with you to manage your accounts in an effort to make money during good cycles and preserve gains when price trends reverse. Our advisors will meet with you periodically to review your portfolio in light of your investment objectives and any changes in your financial situation.

News and Commentary

22Jul

Monthly Video Market Update

July Video Market Update

Ron Rough, Chief Investment Officer, talks about what we’ve seen in the market this year and what we might expect for the second half of the year. July...

14Jul

July Market Update

When Hope Is Not a Viable Investment Strategy

A common saying in our industry is, “Hope is not an investment strategy.” This means it is risky to invest your hard-earned nest egg into something you hope will...

30Jun

Mutual Funds and ETFs

Technical Tuesdays with Mary Ann Drucker

In this edition of our Technical Tuesdays videos, Mary Ann explains the types of investments FSA uses to manage client portfolios. Mutual Funds and ETFs Transcript Hello, and welcome...