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Building Relationships That Last a Lifetime

Financial Advantage Associates leverages relational, financial planning-based investment
strategies to partner with you through life’s most significant transitions.

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This Week In The Market 

Chief Investment Officer Gene Goldman sheds light on the week ahead.

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Our Service Specialties
Personal and Business Financial Services

At Financial Advantage, we serve in our community from our community. Whether you need a partner in your personal or business financial journey, Financial Advantage can help.

Holistic Financial Planning & Wealth Management Solutions

At Financial Advantage, we tailor your personal financial solutions to align with your needs in every area of your life, at every life stage. Let us help you build a plan and strategy to create the life and legacy you deserve.


Personal Services

Personal Services

Specialized Financial Services & Guidance for Businesses

We offer specialized business financial services and guidance for business planning strategies, saving you valuable time and helping you make informed decisions for your business and your future.


Business Services

Business Services
Serving Our Community Through Relational Planning

Serving Our Community Through Relational Planning

Financial Advantage is a locally owned, family firm with deep roots in the community of the DMV area. We focus on partnering with our clients to customize truly holistic solutions that fit who we serve, where we serve — like only we can.

Putting Your Needs at the Center of Our Process

Putting Your Needs at the Center of Our Process

Our process begins with an earnest conversation to get to know you, your life, and what you value most. Keeping your personal needs at the center, we partner with you through life’s pivotal points and transitions to help you create the life and legacy you’ve earned.

Who We Serve: Our Areas of Expertise

We offer a wide variety of services, all geared to help you with your financial goals, no matter what life stage you encounter.

Individuals & Families

Individuals & Families

For individuals located in the DMV area and beyond, we offer holistic, financial planning-based wealth management solutions tailored to your unique needs.

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Nearing Retirement

Nearing Retirement

We specialize in retirement planning. Through a macro perspective and micro planning, we help coordinate your optimal future.

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Government Employees

Government Employees

As members of the DMV-area community, we are experienced in serving the specific needs of current and retired government employees.

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Non-Profit

Non-Profit

We currently work with 50+ non-profit associations. We understand how to solve for the needs of your organization, while upholding your values.

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Partner with Financial Advantage for Your Independent Journey

Community-based service, unique strategies, value and service — this and more is what you can expect when you join the Financial Advantage network, you’ll not only be joining a supportive community, you’ll also gain access to leading technology, practice development and back office support, and more to help you establish or grow and scale your business — without adding to your workload.

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Helpful Content
Resources to Improve Your Financial Literacy

Empower yourself with the knowledge to make informed financial decisions with our meticulously curated financial education resources.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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