Headlines.

FNA announces their exciting new partnership with Sterne Agee!

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Juggling Act.

Posted in - Personal Finance
on August 27th, 2014
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Saving for Both Retirement and a Child’s Education

Of course you want to retire comfortably when the time comes. And naturally you also want to help fund your child’s education. How can you manage both goals? …

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Riding the Bull.

Posted in - Company News
on August 27th, 2014
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In today’s ever-shifting financial sector, a well-balanced mix of experience and knowledge works to create a strong, stable foundation. So when three of our advisors were invited to attend a recent investment forum in NYC, …

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Sterne Agee & FNA.

Posted in - Company News
on May 16th, 2014
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I am pleased and excited to announce our affiliation with Sterne Agee Financial Services, Inc., effective June 23rd. As a subsidiary of Sterne Agee Group, Sterne Agee Financial Services, Inc. is part of one of the oldest and largest privately owned …

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  • The four most dangerous words in investing are: 'this time it's different'.
    Sir John Templeton
  • Budget: a mathematical confirmation of your suspicions.
    A.A. Latimer
  • I put a dollar in one of those change machines. Nothing changed.
    George Carlin
  • Bills travel through the mail at twice the speed of checks.
    Steven Wright
  • Money is better than poverty, if only for financial reasons.
    Woody Allen
  • Every day I get up and look through the Forbes list of the richest people in America. If I’m not there, I go to work.
    Robert Orben
  • Business is the art of extracting money from another man’s pocket without resorting to violence.
    Max Amsterdam

Things we're really good at doing.

FNA Wealth Management is prepared to work with you in building your strong investment foundation. From setting goals and creating a budget, to choosing retirement options and growing wealth, we are your team of skilled advisors. Getting to know you, your circumstances and your goals is our priority. We'll be there when you need us, for every step of your growth, guiding the decisions that begin and end with you.

We should note that our FNA X-Press Deferred Comp team are super good at what they do!  Learn more -›

  • The four most dangerous words in investing are: 'this time it's different'.
    Sir John Templeton
  • Budget: a mathematical confirmation of your suspicions.
    A.A. Latimer
  • I put a dollar in one of those change machines. Nothing changed.
    George Carlin
  • Bills travel through the mail at twice the speed of checks.
    Steven Wright
  • Money is better than poverty, if only for financial reasons.
    Woody Allen
  • Every day I get up and look through the Forbes list of the richest people in America. If I’m not there, I go to work.
    Robert Orben
  • Business is the art of extracting money from another man’s pocket without resorting to violence.
    Max Amsterdam

Some friendly people you should know.

You spend your life working hard. It's our job to help you protect your success. Check out our advisor profiles and find out just how much we can help. Any and all questions are welcome. Together, we can design your future.