Why FFA?

About Federmann Financial Advisors

Why Is Federmann Financial Advisors 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.

Call today for an appointment and learn more about our extensive services. Let Federmann Financial Advisors be your partner in your financial voyage.

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

Lisa has more than 30 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.

Ashley White - Wealth Management Associate

Ashley comes to FFA with over 5 years experience in the wealth management industry. She welcomes clients and assists them with administrative tasks. She looks forward to expanding her knowledge and continuing to grow with FFA in order to best serve clients.

Anthony Visintin, EA - Wealth Management Advisor

Anthony assists in analyzing various tax, investment and financial planning scenarios for our clients. He has held the designation of Enrolled Agent (EA) since August 2023. He earned his bachelor's degree and an MBA from St Leo University in Florida.