Trust & Estate Planning

Knowing the Finer Points

FMA Advisory, Inc. is steeped in fiduciary tradition. Peter was the first RIA in central Pennsylvania to become a fee-only advisor (back in 1982), making the deliberate choice to forgo lucrative product commissions and incentives in favor of conflict-free advice. He’s been sitting next to his clients ever since. John and Scott bring unparalleled corporate trustee experience (among regional RIA firms), garnered from more than half a century working at JPMorgan, Wilmington Trust and M&T Bank.

The principals of FMA know the leading trust and estate attorneys in central Pennsylvania on a first name basis, and have worked hand in hand with them for decades.

Growing Your Wealth & Managing Your Legacy

Legitimate familiarity with the finer points of trust and estate law – and our professional peers in this area – is an important source of comfort for our affluent clients. They have worked hard to create and sustain wealth, and it is our privilege to manage and preserve those assets for future generations. Whether it’s the optimization of intergenerational wealth transfer, the avoidance of unnecessary taxes, or the funding of an important philanthropic legacy, FMA is uniquely qualified among the RIAs of central Pennsylvania to follow through on behalf of clients.

Let us show you the real meaning of fiduciary duty… it’s who we are.

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With a reputation for Straight Talk and strategic financial guidance, our team helps our clients build wealth and control their financial futures.

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