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Our Expertise

Put Our Team To Work For You

Our Chief Strategist -- WALID L. PETIRI, AAMS

Walid L. Petiri is the President and Chief Strategist for Financial Management Strategies (FMS). When you come to FMS, you will meet with Walid to define your needs and to provide information for a complete analysis. From this background, our Chief Strategist forms a team to help you achieve your personal and/or business goals.

Providing Proven Experts

FMS connects clients to proven experts that can help in building and maintaining wealth, advising on business growth strategies, and in assembling a professional team for real estate development.

  • Carlotta J. Oliver, Business Development
    • Consultant; Oliver Consulting Group
    • Managing Director; Profit Investments
    • Managing Director, Black Knight Asset Management
    • Sr. Vice President; HGK Asset Management
    • Managing Director, Utendahl Capital Management
    • Client Service Executive; Western Asset Management
    • Regis University, MBA
    • University of Phoenix, BSBA
  • Sean Heberling, CFA Senior Investment & Research Analyst
    • CEO/CFO; Marion Street Capital
    • Director and Vice President at the CFA Society of Philadelphia
    • Director at the Global Interdependence Center
    • Investment Banking; Morgan Stanley
    • Research Analyst; BNY Mellon
    • Senior Consultant; Navigant Consulting, Inc.
    • Villanova University B.S. Finance & Computer Sci
  • Susan Dawkins, Investment Analyst
    • Investment Analyst; Annie E. Casey Foundation
    • Independent Consultant; Lennox Group Advisors
    • Business Valuation Manager; Deloitte Financial Advisors
    • Equity Research Analyst; Standard & Poor’s
    • Equity Research Analyst; ING-ABN/AMRO
    • Equity Research Associate; Alex Brown
    • Wharton School of Business, MBA
    • Harvard University, BA

Investment Consulting

FMS provides the highest quality of investment advice and practical solutions to corporations, foundations, trustees, and endowments. We assist with every aspect of investing from the development of investment policy statement (IPS), asset allocation strategy and structure, and implementation onto ongoing portfolio monitoring.

Building Individual Wealth and Wealth Management

FMS has experts available to help you reach your financial goals. Our financial planning services are designed to help you identify, analyze and plan for your future. Our financial advisors will conduct an initial interview at no charge to you. We will work with you to identify the services that will help you reach your financial goals. We will schedule consultations as needed and provide a specific written plan that will put you on the road to wealth.

Business Consulting

FMS advisors can help your small business identify, analyze and reach its full financial potential. Your advisor will conduct an initial interview to determine your needs. From there, we will work with you to determine the types of services appropriate for you, schedule consultations, analyze the information provided and provide an assessment.

Real Estate Development

FMS can assist you in any phase of your real estate development planning. We can assemble a highly trained, talented and experienced professional team for your next development project. Our existing relationships with architects, engineers, home builders, lenders, and private investors, combined with our direct experience in developing residential communities allows FMS to provide you with tailored solutions. FMS is currently the lead developer on the Brighton Manor project located in Baltimore, Maryland, and has served as a development consultant on projects in both Pennsylvania and Maryland.