Financial Planning & Wealth Management -

Registered Investment Advisor

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Why is Federmann Financial Advisors Inc. right for you?

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.

Lisa A. Kelly, CPA/PFS, CFP® - CO-Founder and President

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.

Youxi Liu, CPA, CFP®- Wealth Management Associate

Let Federmann Financial Advisors be your partner in your financial voyage.

Call today for an appointment and learn more about our extensive services.


call-icon cs-fpa-logo why FFA Page aicpa member why FFA page pfs logo why FFA page cfp_logo_gold why FFA Page Lisa A. Kelly Youxi Liu Jeanne Antona

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.

Jeanne Antona- Office Administrator

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