Fuhrman Management Associates

Building & Preserving Wealth for Generations

Financial planner in Fort Washington, PA (show on map)

Fuhrman Management Associates (FMA) provides investment management and financial planning services, helping clients build and preserve wealth through balanced investing.

Call (215) 619-4000

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About

Fuhrman Management Associates (FMA) has been putting clients first for over 30 years, delivering outstanding investment performance through highest standards of quality, absolute integrity, and courteous service. They offer personalized account management, a variety of investment vehicles including stocks, bonds, ETFs, mutual funds, and insurance products, an integrated approach to building wealth considering investment portfolios, insurance, employer retirement plans, tax integration, and personal assets, as well as services for cash management, tax reporting, retirement plan distributions, estate valuations, and gifting programs.

Over 30 years in business

Independent and unbiased advice (no affiliation to investment banks)

Integrated approach considering all financial factors

Personalized account management

Services

Investment Management

Portfolio management plans with personalized investment strategies.

Stock investments Bond investments ETF investments Mutual fund investments

Financial Planning

Integrated financial planning considering all aspects of client's financial life.

Integrated approach Family and finances

Cash Management

Cash management services for individuals and businesses.

Cash flow management

Retirement Plan Distributions

Assistance with retirement plan distributions.

Distribution planning

Estate Valuations

Estate valuation services for planning purposes.

Estate planning

Gifting Programs

Wealth gifting program assistance.

Gift planning

Credentials & Certifications

Investment advice through IFP Advisors, LLC dba Independent Financial Partners (IFP)

Frequently Asked Questions

What is the FMA Difference? +

FMA offers personalized account management, a variety of investment vehicles, an integrated view of building wealth, expanded capabilities for cash management and estate services, and independence providing objective unbiased advice without affiliation to investment banks.

How long has FMA been in business? +

Fuhrman Management Associates has been serving clients for over 30 years.

What investment vehicles does FMA use? +

FMA incorporates stocks, bonds, covered call options, exchange-traded funds (ETFs), mutual funds, certificates of deposit, money markets, and insurance products.