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Specialized Audiences

Individuals & Families: Holistic & Personalized Planning

Individuals & Families: Holistic & Personalized Planning

Whether you’re in the early stages of your career or you’re thinking about how to transfer your wealth to your children, Financial Advantage Associates can create a comprehensive, highly personalized plan to help you build the life and legacy you want.

Current & Retired Government Employees: Planning to Maximize Your Income Potential

Current & Retired Government Employees: Planning to Maximize Your Income Potential

For current and retired government employees in the DMV area, we offer specialized financial and retirement planning services tailored to your unique needs. We can help you safeguard your wealth, maximize benefits, and develop a plan for the retirement you want.

Retirees and Pre-Retirees: Planning for Your Ideal Retirement

Retirees and Pre-Retirees: Planning for Your Ideal Retirement

At this stage, financial planning is vital. Rather than building wealth, your strategy may be centered around how to disburse and preserve your wealth. We can help you develop a personalized strategy that works to maximize your income and benefits for the retirement you deserve, while also protecting your legacy for the next generation.

Not-for-Profits & Executives: Specialized Financial Services

Not-for-Profits & Executives: Specialized Financial Services

At Financial Advantage Associates, we currently work with about 50 not-for-profit associations. We understand the unique issues and needs of not-for-profit organizations and executives. By working as a team, we can provide the specialized services you need, including deferred compensation, asset management, charitable planned giving, staff benefits and member benefits.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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

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Face life’s pivotal moments, challenges and opportunities with confidence. Partner with Financial Advantage Associates for personalized planning.

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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