The FMA Group is a financial services firm dedicated to providing customized financial strategies for individuals and businesses. Established in 1983 and headquartered in Wayne, Pennsylvania, the firm emphasizes a holistic approach to wealth management, integrating financial planning with clients' personal values and goals. Their mission is to enrich clients' lives by helping them determine and achieve financial objectives through a lifelong, comprehensive planning process.
Key Strategic Focus
The FMA Group specializes in comprehensive financial planning, addressing the increasingly complex needs of multi-generational family wealth management, investment strategies, and retirement income optimization. Their approach encompasses:
- Financial – Physical: Ensuring clients are well-protected and positioned to serve their financial needs through education, guidance, and management.
- Social – Family: Fostering clients' relationships with family and society, aiming for a legacy that benefits future generations.
- Spiritual – Emotional: Addressing clients' concerns and fears around finances, instilling a deep awareness of abundance to help actualize their dreams.
Services Offered
The firm offers a wide range of services tailored to both individuals and businesses, including:
- For Individuals: Investment and money management, life insurance and risk planning, disability and income planning, debt management, cash flow analysis, college planning, career planning, tax management, special needs planning, retirement and pension optimization, long-term care and health insurance, and estate planning.
- For Businesses: Benefits planning (retirement plans, health and dental, life and disability, long-term care), buy/sell and buy-out planning, and succession planning.
Leadership Team
The FMA Group's leadership comprises experienced professionals dedicated to client service:
- Rochana Norby, MBA: Partner with over thirty years of experience in financial planning and wealth management. She holds an MBA in International Finance and has a background in mathematics, physics, and chemistry.
- Richard Norby: Partner and Chief Investment Officer with over twenty-five years of professional and management experience. He has extensive expertise in financial investing, real estate development, accounting, tax planning, and investment planning.
- Shubhra Wells, MBA, MEd: Advisor with expertise in financial planning and consulting. She holds an MBA in Business Performance and Leadership, a Master's in Education, and a Bachelor's in Communications.
- Denise Slawter, BA: Client Services professional with over seventeen years of experience, handling insurance and notary services, and providing dedicated client support.
Operational Insights
The FMA Group operates with a client-centric philosophy, emphasizing personalized service and long-term relationships. Their concierge approach positions them as a personal Chief Financial Officer for clients, filtering the vast array of financial information to provide clear, actionable advice. This strategy differentiates them in the financial services industry by focusing on holistic wealth planning that aligns with clients' values and aspirations.
The FMA Group's commitment to personalized financial planning and comprehensive wealth management underscores their dedication to client success and well-being.
