ABOUT

Financial Management Services of America LLC. was formed to give you impeccable service by working with you to create your very own financial plan. A plan that can grow as you grow and change as you change. 

We strive to meet your business and individual needs by analyzing every aspect of your finances from debt repayment to investment objectives. Once we completely understand your goals we can begin to construct a financial plan that is all yours. We visit on a regular basis to ensure that your needs and concerns will be met by evaluating your financial picture.

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FMSA is a value manager. Value investors seek to buy stocks trading at prices well below the estimated value of the underlying businesses. We believe that, in the long term, the prices of these stocks will rise as the market recognizes their true worth. Holding these stocks for three to five years will help us deliver favorable long-term results with a safe margin. We look for a business with a potential margin of safety – one selling at a price below our estimate of its intrinsic value.