FINANCIAL ADVISORY CORPORATION
SEC RegisteredInvest Your Money Well with an Advisor You Can Trust
About the firm
Financial Advisory Corporation (FAC) is an independent financial advisory firm with a team of CFPs that has been serving clients for over 30 years. FAC provides customized wealth strategies and values-based financial guidance to help clients navigate the transition from saving to retirement with clarity and confidence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
FAC offers Investment Management, Financial Planning, Estate Planning, Risk Management, Retirement Planning, and Tax Planning.
Who they serve
Clients with two million dollars or more in investable assets who are transitioning from the saving years to retirement and seeking confidence in managing their financial future.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 125 | $65M |
| High Net Worth Individuals | 133 | $534M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 10 | $45M |
| State/Municipal Entities | 14 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of February 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL ADVISORY CORPORATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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