Business Details
38 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Since 1988, Financial Asset Management has provided comprehensive financial planning and investment management services, integrating expertise in tax strategy and asset management to deliver customized solutions. Our team of CERTIFIED FINANCIAL PLANNER professionals and Certified Public Accountants combines deep technical knowledge with personalized service to address complex financial challenges. We specialize in creating tailored investment portfolios, optimizing tax efficiency, and offering fiduciary guidance for retirement plans, serving individuals, families, and businesses.With a commitment to excellence recognized by CNBC as a Top 100 fee-based wealth management firm, we leverage our affiliation with DHJJ Certified Public Accountants to provide multidisciplinary expertise. Our client-centric approach emphasizes transparent communication, continuous portfolio evaluation, and a culture that values both professional rigor and personal connections, ensuring clients receive strategic advice aligned with evolving financial landscapes.
Services
Asset Management
Financial Planning
Corporate 401(k) Planning
Details
- Year established: 1988
Highlights and features
- Our advisors hold both CFP and CPA certifications for integrated financial-tax expertise
- Customized portfolio creation based on individual risk tolerance and goals
- Specialized tax-efficient investment strategies for high-net-worth clients
- Recognized by CNBC as Top 100 fee-based wealth management firm (2015)
- Access to 13,000+ investment options through partnership with Vanguard
Associations and certifications
- SEC Registered Investment Adviser
Services
Asset Management
Customized investment portfolios tailored to individual financial goals and risk tolerance. We implement diversified strategies combining equities and fixed income products while emphasizing tax efficiency. Our SEC-registered advisors continuously monitor and adjust portfolios to align with changing market conditions and client circumstances.
Financial Planning
Comprehensive financial planning covering retirement strategies, tax optimization, and estate planning. Our CFP professionals develop personalized roadmaps integrating investment management with tax considerations. We provide ongoing guidance to adapt plans to evolving life circumstances and regulatory changes.
Corporate 401(k) Planning
Fiduciary consulting for corporate retirement plans including investment analysis and cost optimization. We offer complimentary plan reviews to identify savings opportunities and improve employee benefits. Our partnership with Vanguard provides access to institutional-grade investment options and administration services.
People
Paul Minta
Principal
With extensive experience in financial planning and tax strategy, Paul leads client relationships and portfolio management. His dual certification as CFP and CPA enhances strategic decision-making for complex financial situations.
Terry Cicero
Principal
Terry specializes in investment management and retirement planning, leveraging 20+ years of experience to develop customized solutions. His expertise in tax-efficient strategies benefits high-net-worth clients.
Kathy Byrne
Principal
Kathy focuses on corporate retirement plans and fiduciary consulting. She directs the firm's 401(k) plan review services and partners with businesses to optimize employee benefits.
Questions
What financial services do you specialize in?
We specialize in asset management, comprehensive financial planning, and corporate 401(k) consulting, integrating tax-efficient strategies with personalized investment solutions.
Are your advisors certified professionals?
Yes, all our financial planners are dual-certified as both CFP professionals and Certified Public Accountants.
Do you offer 401(k) plan reviews?
We provide complimentary corporate 401(k) plan reviews to identify cost savings and improve investment options for employers.
How do you create investment portfolios?
Portfolios are customized based on individual goals, risk tolerance, and tax situation with ongoing monitoring and adjustments.
What makes your firm different?
Our unique combination of CFP and CPA expertise, plus affiliation with DHJJ Certified Public Accountants, provides multidisciplinary financial solutions.
Do you serve individual and business clients?
We work with both individuals/families and businesses, offering tailored solutions for retirement planning and corporate benefits.
