Financial Planning & Wealth Management -
Registered Investment Advisor
Caring, Competent and Committed…characteristics that our founder Franklin H. Federmann MST,CPA/PFS instilled in our firm since 2005. Today, we continue in his honor to put our clients’ needs first.
Our fees are fully transparent and as a privately-held independent advisory firm, our advice and investment selection is never influenced by a corporate parent. We are proud to be a mid-sized advisor and value the long-standing relationships we have with each client.
Lisa has more than 15 years of experience in all aspects of wealth management. A Certified Public Accountant since 1988, Lisa uses her strong and varied background in all aspects of public accounting to provide tax-favored investment solutions.
Youxi joins Federmann Financial Advisors after graduating from the College of William and Mary in Williamsburg, Virginia with a Master’s degree in Accounting. She assists in the preparation of financial plans and investment strategies.
Let Federmann Financial Advisors be your partner in your financial voyage.
Call today for an appointment and learn more about our extensive services.
Jeanne ensures the office is run in an efficient and friendly manner. A Federmann Financial Advisors since its inception, she makes clients feel at home in our office.