Insights

Mid-Sized Firm Financial Advantage Associates operates with a team of 11-50 employees and generates revenue between $25 million to $50 million, indicating a substantial client base and scope for expanding services such as advanced financial planning and asset management solutions.

Established Expertise Since 1997, the firm has built a long-standing reputation in the Washington DC metropolitan area, positioning it as a trusted partner for clients seeking comprehensive financial advisory services, which opens opportunities for targeted relationship management and premium offerings.

Technology Stack Utilizing modern web tools including Cloudflare, Google Tag Manager, and Bootstrap signals an operational focus on digital presence and analytics, presenting opportunities to offer innovative fintech integrations or enhanced client portal solutions.

Competitive Landscape With competitors like Charles Schwab and Fidelity holding large market shares, there is potential to differentiate through personalized financial planning services, niche marketing, or specialized advisory products to attract high-net-worth clients.

Growth Potential Given their independent status and comprehensive range of services from insurance to estate planning, the firm could benefit from solutions that streamline client onboarding and portfolio management, as well as targeted outreach to expand their client base.

Financial Advantage Associates Tech Stack

Financial Advantage Associates uses 8 technology products and services including jsDelivr, Glyphicons, Lightbox, and more. Explore Financial Advantage Associates's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Glyphicons
    Font Scripts
  • Lightbox
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players
  • Nginx
    Web Servers

Media & News

Financial Advantage Associates's Email Address Formats

Financial Advantage Associates uses at least 1 format(s):
Financial Advantage Associates Email FormatsExamplePercentage
First@finadvinc.comJohn@finadvinc.com
86%
Last@finadvinc.comDoe@finadvinc.com
7%
FirstL@finadvinc.comJohnD@finadvinc.com
5%
FLast@finadvinc.comJDoe@finadvinc.com
2%

Frequently Asked Questions

Where is Financial Advantage Associates's headquarters located?

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Financial Advantage Associates's main headquarters is located at 1803 Research Boulevard Suite 401 Rockville, Maryland 20850 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Financial Advantage Associates's phone number?

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You can contact Financial Advantage Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Advantage Associates's official website and social media links?

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Financial Advantage Associates's official website is finadvinc.com and has social profiles on LinkedIn.

What is Financial Advantage Associates's NAICS code?

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Financial Advantage Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Advantage Associates have currently?

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As of February 2026, Financial Advantage Associates has approximately 28 employees across 2 continents, including North AmericaAsia. Key team members include Managing Partner: J. A.Vice President: J. G.Office Manager: S. M.. Explore Financial Advantage Associates's employee directory with LeadIQ.

What industry does Financial Advantage Associates belong to?

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Financial Advantage Associates operates in the Financial Services industry.

What technology does Financial Advantage Associates use?

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Financial Advantage Associates's tech stack includes jsDelivrGlyphiconsLightboxCloudflare Bot ManagementGoogle Tag ManagerBootstrapYouTubeNginx.

What is Financial Advantage Associates's email format?

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Financial Advantage Associates's email format typically follows the pattern of First@finadvinc.com. Find more Financial Advantage Associates email formats with LeadIQ.

When was Financial Advantage Associates founded?

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Financial Advantage Associates was founded in 1997.

Financial Advantage Associates

Financial ServicesMaryland, United States11-50 Employees

Founded in 1997 by Jonathan Abbett, CLU, ChFC and John Gracyalny, CLU, ChFC, Financial Advantage Associates is an independently owned and operated financial advisory firm serving the Washington DC metropolitan area. 

Financial Advantage Associates is committed to helping our clients improve their long-term financial success and prepare for the unexpected. Our experienced advisors offer a wide range of quality financial products as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives. 

At Financial Advantage Associates, your prosperity is our passion. Whether working with our advisors on a component of your financial security or through development of a comprehensive financial plan with our Financial Planning Center, we guide individuals and businesses on their path to financial success.

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. For more information, please contact Financial Advantage Associates, Inc. at 301-610-0071. Located at 2101 Gaither Rd., Suite 600, Rockville, 20850.
 
Investments are: Not FDIC/NCUSIF insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency. 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Section iconCompany Overview

Headquarters
1803 Research Boulevard Suite 401 Rockville, Maryland 20850 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Financial Advantage Associates's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Financial Advantage Associates's revenue is estimated to be in the range of $25M$50M

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