Firm News

A financial planning and wealth management firm with 42 years of local history has unveiled a new look and name to emphasize its commitment to quality service. FAS Wealth Partners(formerly Financial Advisory Service, Inc.)’s new logo was created to better represent the importance that the...

Financial Advisory Service, Inc. (FAS) is ranked as one of the nation’s largest registered investment advisers (RIA) by a leading financial magazine. FAS (Financial Advisory Service, Inc.) is listed in the Elite 200* by Financial Advisor Magazine. The rankings include over 600 RIAs and are...

Financial Advisory Service, Inc. (FAS) announced today that Jacque Glenn has joined the firm as the Chief Compliance Officer. Ms. Glenn will report to the firm’s Board of Directors. Prior to joining FAS, Ms. Glenn spent a dozen years with the former Waddell...

A financial planning and wealth management firm with 42 years of local history has surpassed $2 billion in assets under management, a number that’s doubled within the last five years alone. Financial Advisory Service, Inc. (FAS) has charted significant growth since 2016, increasing its high-net-worth...

The American Rescue Plan Act for 2021 was signed into law last week and the FAS team has compiled a summary of relevant provisions. While there are some similarities to the Cares Act and other COVID related relief bills passed in 2020, stimulus payments...

Jerilyn Klein Bier, author for RIA Intel, recognized FAS’ unique ownership structure and succession plan and has written an article about founder, Max Greer, Jr., and the succession story of FAS....

The purchasing managers’ index (PMI) is an index driven by a monthly survey of supply chain managers of major economies that gauges current and future business conditions for companies, investors and economists. The index reading falls between 0 and 100 a number below 50 indicates a...