What departments does FNA Wealth Management have?

FNA Wealth Management has employees across 1 departments including Customer Success.

What is the largest department at FNA Wealth Management?

The largest department at FNA Wealth Management is Customer Success with 1 employees.

Where are FNA Wealth Management employees located globally?

FNA Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has FNA Wealth Management's team size changed over time?

FNA Wealth Management's team has grown from approximately 11 to 12 employees based on available data.

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FNA Wealth Management Employee Directory

Financial ServicesOhio, United States11-50 Employees

FNA Wealth Management is a financial services firm that guides clients through their financial journeys with personalized attention and tailored strategies aimed at growing wealth and preserving legacies. Its services cover complex estate planning and portfolio optimization, with the goal of helping clients thrive financially, akin to coaching that supports clients beyond their own reach. The company operates within the advisory space through non-affiliated registered investment advisers, including Beacon Financial Advisory and Lincoln Investment, and securities are offered through Lincoln Investment. Based in Twinsburg, Ohio, the firm serves a client base seeking comprehensive financial planning and wealth management solutions. The organization positions itself as a partner for clients looking for integrated, long-term financial strategies offered by an independent advisory model.

FNA Wealth Management Global Highlights

North America
13

United States Of America
13

FNA Wealth Management's Leadership

J. H.
Client Service Assistant
Mobile Phone
Email
T. K.
Client Services
Mobile Phone
Email
S. L.
Registered Representative
Mobile Phone
Email
S. P.
Registered Representative
Mobile Phone
Email

FNA Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Program & Project Management
Accounting
Administrative
Analytics
Other
Business

Contact profiles from FNA Wealth Management

Name

Title

Contact Info

Location

Last Update

J. H.
Client Service Assistant
Mobile Phone
Email
Oct 19, 2025
T. K.
Client Services
Mobile Phone
Email
May 28, 2026
S. L.
Registered Representative
Mobile Phone
Email
United States
Mar 25, 2026
S. P.
Registered Representative
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is FNA Wealth Management known for?

FNA Wealth Management was founded in 1972 operates in the Financial Services industry. The company's main headquarters is located in 2214 Enterprise Parkway East Twinsburg, Ohio 44087 United States. Explore FNA Wealth Management's company overview page for more information.

What is FNA Wealth Management's most common email format?

FNA Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FNA Wealth Management email formats with LeadIQ.

How many employees does FNA Wealth Management have currently?

FNA Wealth Management has approximately 13 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are FNA Wealth Management's key employees and leadership?

As of July 2026, FNA Wealth Management's key employees include:

Client Service Assistant: J. H.
Client Services: T. K.
Registered Representative: S. L.
Registered Representative: S. P.

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FNA Wealth Management Employee Directory

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