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.