Setting a Course for Your Financial Future

Our company's mission is to assist our Clients in achieving their financial goals through personal service tailored to their investment objectives.

• Investment Management
• Financial & Retirement Planning
• IRA and 401-K Rollovers
• New IRAs, SEP Plans, and 401-Ks
• CPA and Real Estate services through:
  
  • ASA CPA Firm
  • Suncoast C & R Realty

Our Services Include:

Call: 850-934-2832 for a free consultation

Building Your Wealth

Registered Investment Advisor

    FIA Services   

FIA Services, Inc. (Financial Investments and Advisory Services) is a Florida Licensed Registered Investment Advisory (RIA) firm located in Gulf Breeze, Florida.

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Our fees are based only on the amount of the Client's assets under management.  This fee structure reduces the total fees we charge to Clients because we don't earn brokerage fees on securities transactions.

We allocate funds based on  each Client's Statement of Investment Policy (SIP), which includes the Client's risk profile.   Each Client's SIP is different, so we customize each portfolio to allocate the funds between the various investment alternatives with the goal of maximizing the investment value while staying within the Client's SIP goals.