At Financial Management Strategies, our goal is to become your trusted advisor for all your financial decisions. We achieve a maximum return for our clients by developing long-term, client-centered relationships. That means FMS provides reliable, personalized service, providing sound financial advice that impacts our clients and their quality of life.
In 2017 we launched FMS Institutional Services, expanding our menu to incorporate Institutional Consulting Services, which include: investment policy preparation, asset allocation, manager search, due diligence and selection, and the design and implementation of diverse and emerging manager programs.
Financial Management Strategies (FMS) is a Registered Investment Advisory firm in the State of Maryland. We utilize our institutional investment experience to provide unique comprehensive wealth management and wealth preservation strategies for individuals and small businesses. We provide premium services in financial planning, business consulting, financial analysis and research, wealth management, and real estate development.
Through a comprehensive understanding of each client's entire financial picture, FMS helps them reach their goals and objectives. Our clients want to create and preserve wealth, and we help them every step of the way. Institutional investors, individuals, and small business owners depend on FMS to move them from where they are (Point A) to where they want to be (Point B) financially.
Put Financial Management Strategies (FMS) to work for you.
At Financial Management Strategies (FMS), our goal is to become your trusted advisor for all your financial decisions. We provide premium services in: Financial planning Investment consulting Financial analysis and research Wealth management Business consulting.
Each month I'll share thoughts on various topics in the world of personal finance, investing, economics, and business through my writings below. May you find my musings informative, thought provoking and enjoyable.
1330 Smith Avenue, Suite Seven
Baltimore, MD 21209