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.
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:
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.
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.
Serving in the DMV area, we specialize in building financial solutions for individuals, families, government employees and non-profit organizations.
We partner with you to build holistic, personalized financial planning and tailored investment strategies for the life and legacy you want.
Financial Advantages Associates is a locally owned family firm. Our financial advisors have deep roots here, serving in our community from our community.