Business Details
21 Years
experience
Your Trusted Partner for Financial Planning and Wealth Management Solutions
Federmann Financial Advisors has been dedicated to providing personalized financial guidance since 2005. Our team of certified professionals prioritizes client needs through comprehensive financial planning, wealth management, and tax services. With decades of combined experience, we specialize in creating tailored strategies that address retirement planning, estate management, and investment optimization.As fiduciaries, we maintain transparent fee structures and leverage advanced tools to deliver objective advice. Our approach combines meticulous analysis with compassionate support during life transitions, ensuring clients achieve long-term financial security through informed decision-making.
Services
Financial Planning
Wealth Management
Tax Preparation
Retirement Planning
Estate Planning
Details
- Year established: 2005
Highlights and features
- We operate as fiduciaries, legally obligated to prioritize client interests
- Our team holds CPA, CFP, and EA designations with 30+ years combined experience
- We maintain transparent fee structures with no hidden costs
- We offer comprehensive services spanning tax planning to estate management
- We utilize Fidelity Investments' trusted platform for portfolio management
Associations and certifications
- SEC
Services
Financial Planning
Our financial planning service creates customized roadmaps for clients' financial futures. We analyze current assets, liabilities, and goals to develop comprehensive strategies addressing retirement, education funding, and risk management. Certified professionals use advanced software to model scenarios and optimize financial outcomes through evidence-based decision-making.
Wealth Management
Wealth management services focus on optimizing investment portfolios through strategic asset allocation. Using Fidelity Investments' platform, we create diversified portfolios aligned with risk tolerance and financial objectives. Our process includes periodic rebalancing, tax-efficient harvesting, and performance monitoring to ensure long-term growth and capital preservation.
Tax Preparation
Our tax preparation services combine technical expertise with strategic planning. Certified public accountants analyze clients' financial situations to identify tax-saving opportunities while ensuring compliance. We handle complex returns for individuals, trusts, and estates, and provide representation during audits or tax authority disputes.
Retirement Planning
Retirement planning services help clients build sustainable income streams. We evaluate current savings, projected expenses, and risk profiles to develop withdrawal strategies. Our approach considers Social Security optimization, required minimum distributions, and longevity planning to ensure financial security throughout retirement years.
Estate Planning
Estate planning services focus on efficient wealth transfer and legacy preservation. We help clients navigate complex tax laws to minimize estate taxes through trusts, gifting strategies, and beneficiary designations. Our goal is to ensure clients' wishes are executed while maximizing inheritances for future generations.
People
Lisa A. Kelly
Co-Founder and President
Certified Public Accountant since 1988 with 30+ years in wealth management. Combines tax expertise with investment strategy to create comprehensive financial solutions for clients.
Ashley White
Wealth Management Advisor
Wealth management professional with 5+ years industry experience. Assists clients with portfolio administration and financial planning, recently obtaining advisory registration to expand service capabilities.
Anthony Visintin
Wealth Management Advisor
Enrolled Agent since 2023 with expertise in tax and investment analysis. Holds MBA from St. Leo University, specializing in financial scenario modeling for personalized client solutions.
Questions
What services does Federmann Financial Advisors offer?
We provide financial planning, wealth management, tax preparation, retirement planning, and estate planning services tailored to individual client needs.
Are you legally required to act in my best interest?
Yes, as SEC-registered investment advisers, we have a fiduciary duty to prioritize client interests in all recommendations and services.
How are your fees structured?
We maintain transparent fee structures with no hidden costs. Specific pricing details are included in our ADV Part 2A disclosure document.
Do you work with out-of-state clients?
We can serve clients in states where we maintain proper registration or qualify for exemptions from registration requirements.
What investment platform do you use?
We utilize Fidelity Investments' platform for professional investment management, providing access to diverse investment options and advanced portfolio tools.
How do you handle tax-related services?
Our CPA team provides tax preparation, planning, and IRS representation services, leveraging specialized software and 30+ years of combined tax expertise.
