3020 Old Ranch Parkway,
AN INDEPENDENT REGISTERED INVESTMENT ADVISORY FIRMInvestment Management and Financial Planning
FFM combines its foundations in investment management and financial planning with advanced advisory services to create a truly customized experience. Our holistic wealth management process includes the oversight and stewardship of all elements of your financial life.
Here at Fineberg Financial, you can count on us to provide guidance and assistance in managing your money, investments, and other financial matters. By working with us closely and using a fiduciary standard, you can be assured that the advice and recommendations offered are unbiased and aligned with your goals.
As a fee-based financial advisor, you can rely on our fee-based financial consulting services to help you stay on track and achieve your financial goals. Our relationship will involve regular monitoring of your financial progress, making necessary adjustments, and providing helpful updates and recommendations.
What separates Fineberg Financial from others is not necessarily the impressive array of financial services offer. Instead, our company's unique selling proposition is that of a well-rounded advisor who works alongside you and helps you achieve all that you want out of life. Our partnership is about establishing trust and finding ways to benefit you at every step. This relationship doesn't end once the account has been set up — it's about building long-term relationships with you, making informed decisions together, and helping you realize your goals.
Individual financial planning starts with you and your goals.
We offer comprehensive financial planning and wealth management services which are complimented by investment and insurance products designed to both help protect and grow your assets.
Taking on a new way of approaching your finances and investments can be daunting. We are here to reduce the stress and share with you our knowledge and experience.
Your comfort, understanding and confidence matters.
Whether you are seeking to start a plan, in a building wealth mode or at a wealth management phase, we have a variety of services to meet you where you are on your path to financial peace and freedom.
With our experience and expertise, we will work together to manage your portfolio actively. Based on market conditions, research, and analysis, we will select and adjust investments to best meet your needs and objectives. You can trust Fineberg Financial to keep an eye on the performance of your portfolio and make necessary adjustments. We may rebalance the portfolio as needed to maintain an appropriate asset allocation or take advantage of opportunities in the market.
Our main area of focus will be diversifying your portfolio across different asset classes (such as stocks, bonds, and alternative investments) to manage risk. The goal is to strike a balance between potential returns and risk mitigation based on your risk profile.
We will provide regular reporting, keeping you informed about your portfolio's performance, asset allocation, and any changes made.
This is a fee-based service.
Assets custodied at Charles Schwab & Co., Inc. and BNY Mellon Pershing.
A higher level of complexity requires a higher level of competency.
As a business owner you wear many hats and the goals are often twofold as you grow your business and your own personal wealth. It is an intertwined and complex financial picture where planning and strategy play a significant role in meeting your objectives.
We specialize in working with business owners as we understand the demands you face. We face them with you and bring extensive knowledge and strategy to help protect and grow your wealth..
Investment management refers to the professional management of investment portfolios on behalf of individuals, institutions, or other entities. It involves making investment decisions and implementing strategies to achieve specific financial goals while considering risk tolerance, time horizons, and return objectives. You can trust Fineberg Financial to be your resource when navigating these decisions.
Areas of investment management include asset management, asset allocation, portfolio management and risk management.
Investing decisions can be made about individual stocks, mutual funds, ETFs, and other investment vehicles. In addition, we will help with the research, buying process, and overall strategy for bringing your portfolio to fruition. It's important to understand what services are being provided (research, advice), what fees are included with the service, and how Fineberg Financial aligns with your specific risk tolerance.
By actively managing your investments and aligning them with your future goals, investment management can play a crucial role in preparing you for a financially secure future.
CFP® CRPC® Founding President/CEO
Five Star Wealth Manager Award10 year winner