About Our Firm
Delaware's Trusted Financial Advisors
Located in the historic district of Dover, J.M.A Capital delivers comprehensive financial strategies tailored to your unique goals. Our team combines technical expertise with personalized service to help businesses and individuals thrive.
Certified Professionals
CFA, CFP®, and Series licensed advisorsProven Strategies
Data-driven financial planningClient-Centered
Tailored solutions for every situation500+
Satisfied Clients25+
Industry Awards15+
Years Experience100+
Business PartnersWhy Choose Us
The Strategic Advantage Your Finances Need
At J.M.A Capital, we combine market expertise with personalized service. Our holistic approach ensures every financial decision aligns with your long-term objectives—all while minimizing risks and maximizing opportunities.
View Our ServicesComprehensive Planning
We analyze all aspects of your financial picture for optimal results.
Fiduciary Standard
Legally obligated to act in your best interest at all times.
Performance Tracking
Transparent reporting with quarterly progress reviews.
Our Services
Strategic Financial Solutions
Capital Management
Strategic guidance to optimize capital allocation, growth, and profitability for businesses of all sizes.
Financial Analysis
Capital Planning
Investment Strategies
Wealth Management
Customized portfolio strategies aligned with your risk tolerance and financial objectives.
Asset Allocation
Diversification Strategies
Performance Monitoring
Investment Strategy
Proactive planning to maximize returns while maintaining appropriate risk levels.
Portfolio Structuring
Market Analysis
Strategic Allocation
Retirement Solutions
Comprehensive plans to ensure financial security throughout your golden years.
Retirement Account Optimization
Income Planning
Legacy Strategies
Our Team
Meet Our Expert Advisors
James Anderson
Founder & Managing Partner
Michael Roberts
Senior Investment Advisor
Amanda Wilson
Capital Strategy Director
Client Testimonials
What Our Clients Say About Us
Olivia Richardson
Business Owner
Mark Kwan
Business Founder