Broker Check

Specialty Services for Non-Profit Organizations

Partners in the Pursuit of Your Vision and Mission

At Financial Advantage Associates, we specialize in serving the unique needs of not-for-profit organizations, non-governmental organizations (NGO), and executives. We currently work with approximately 50 not-for-profit associations, providing key services such as deferred compensation, asset management, planned giving, and member benefits.

Frequently Asked Questions

Because we specialize in the not-for-profit marketplace, we can anticipate and help solve for the specific financial and organizational questions that non-profits and executives face — questions like:

  1. What are the advantages and drawbacks of deferred compensation? Should I pay off debt, save or invest? How do I find the right balance?
  2. How can we minimize risk in our investment strategies? How can we improve our tax strategy? Can I afford a new car? Should I buy or lease my next vehicle?
  3. How can we increase donor funding and secure future charitable gifts? Do I need more or different insurance coverage to protect my family?
  4. How can we create a staff group benefit plan that works for our organization and meets the needs of our staff?
  5. How can we effectively manage and control operational costs?
  6. What strategies can we implement to ensure sustainable capital growth and funding for future projects?

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Contact Us Today

At the heart of our mission is to prioritize your well-being and that of your family. We are committed to gaining a comprehensive understanding of your unique circumstances, aspirations, and risk preferences. By doing so, we can effectively assist you in achieving your dreams and goals. Take the first step today by reaching out to us.

Get Started on Your Journey

Specialized Solutions from a Trusted Partner

Deferred Compensation

Speciality Asset Management

Charitable Planned Giving

Helpful Member Benefits

Specialized Audiences

Serving in the DMV area, we specialize in building financial solutions for individuals, families, government employees and non-profit organizations.

Who We Work With

Our Approach

We partner with you to build holistic, personalized financial planning and tailored investment strategies for the life and legacy you want.

Our Approach

Our Team

Financial Advantages Associates is a locally owned family firm. Our financial advisors have deep roots here, serving in our community from our community.

Meet the Team